Individual tax preparation and planning
Prepare the individual return with the rest of your financial life in view.
Thoughtful tax preparation and year-round planning for wages, investments, businesses, rentals, multiple states, trusts, estates, equity compensation, and major life changes.
Is this the right fit?
Use a coordinated process when the return has multiple moving parts.
This page is for individual and family filings that require professional judgment, cross-return coordination, or forward-looking planning.
Tell us what you need help with →The full financial picture
A personal return often reflects decisions made across work, investments, property, and business ownership.
When the forms are reviewed in isolation, estimated payments, carryovers, basis, elections, state obligations, and planning opportunities can be missed or addressed too late.
We organize the reporting, coordinate related business returns, explain material outcomes, and identify the decisions that should be revisited before the next filing season.
How we help
Individual tax support for simple-to-explain but complex-to-file situations.
The required forms and professional time depend on income sources, transactions, states, entities, records, and specialized reporting.
Individual return preparation
Prepare agreed federal and state Form 1040 filings and supporting schedules.
Business & rental schedules
Report sole-proprietor, rental-property, farm, or other applicable activity within scope.
Investment & transaction reporting
Address securities, capital gains, cryptocurrency, equity compensation, and other transactions using available support.
Multi-state filings
Coordinate residency, part-year, nonresident, and other state returns when income or life changes cross jurisdictions.
Estimates & withholding
Review projected income and help adjust estimated payments or withholding during the year.
Specialized reporting
Evaluate applicable trust, estate, foreign income, foreign account, gift, or other reporting needs before confirming scope.
Clear scope
Know which returns, schedules, states, and reporting obligations are included.
Individual tax complexity is driven by the facts, not simply filing status.
The work may include
- Agreed federal and state individual returns
- Business, rental, investment, and itemized schedules
- Carryover and estimated-payment reconciliation
- Coordination with K-1s and related entities
- Filing-result explanation and planning items
You receive
- Completed agreed returns and e-file authorization
- Payment or refund instructions
- A list of missing or unresolved items
- Estimated-payment guidance when included
- Next-step recommendations for planning or related work
Important: Specialized international, gift, estate, trust, transaction, amended-return, or controversy matters may require a separate scope, additional time, or referral depending on the facts.
A straightforward process
Turn a complex personal tax year into an organized filing.
Related entity returns and missing documents can affect timing, so the filing map is established first.
Map the tax picture.
We identify filing status, states, income sources, entities, investments, property, transactions, carryovers, and deadlines.
Prepare and resolve open items.
Records are provided securely; the team prepares schedules, coordinates related filings, and follows up on material questions.
File and plan ahead.
After review and authorization, returns are filed and estimates, withholding, or future planning needs are documented.
Connected expertise
The related pieces stay in view.
Personal tax outcomes are often shaped by business returns, entity decisions, and the timing of major transactions.
Team-led client service
Clear guidance from the right professional at each step.
Requests are reviewed and routed by need. Managers and advisors lead the technical work within their specialties, while operations and client-success professionals coordinate communication, workflow, and follow-through.
Meet the Mehdiani TeamCommon questions
Clear answers before the first conversation.
The follow-up questions depend on income sources and life changes, not only whether you are single or married.
Do you prepare returns for self-employed people and business owners?
Yes. Sole-proprietor schedules, K-1s, owner compensation, basis, estimates, and related business returns can be coordinated when included in scope.
Can you handle rental properties and investments?
Yes, depending on complexity and records. Rental schedules, depreciation, property transactions, securities, cryptocurrency, capital gains, and related state reporting are scoped from the underlying activity.
Do you prepare returns for people outside California?
Yes. We serve clients nationwide and prepare agreed federal and state returns. Multi-state residency, work, property, or business activity is evaluated before scope is confirmed.
Can you help with foreign accounts or foreign income?
We can evaluate the reporting needs and determine whether the matter fits our scope. International information reporting can involve separate forms, deadlines, and professional time.
What documents should I send with the consultation form?
None. Use the form only for a high-level description. If the matter appears to fit, our team will provide secure-upload instructions for tax documents and sensitive records.
Understand the investment
Start with published pricing.
Review the current fee schedule and use the estimator for a rough starting point. Final scope and fees depend on the facts, timing, records, and work required.
Consultation request
How can we help?
Give us the essentials. We will request sensitive records later through the secure upload process.