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Practice areas

What we do.

Four practice areas, one CPA across all of them. Every engagement is scoped up front, prepared in-house, and signed by your CPA, never handed off to a junior or an outsourced team.

Practice 01

Individual Tax

Federal and state returns for W-2 employees, freelancers and contractors, owners with Schedule C income, K-1 partners, real-estate investors, and high-net-worth individuals.

  • Form 1040 + all state filings
  • Itemized vs. standard deduction
  • Self-employment reporting
  • Rental property reporting
  • Year-round tax planning and projections
  • Stock options and RSU planning
Typical engagementOne return per tax year, with a year-end review call before signing.
Practice 02

Business & Trust

Entity returns for LLCs, S-corps, partnerships, and C-corps, plus trust returns (simple, complex, grantor). Reasonable comp documentation, owner draws, and basis tracking included.

  • Form 1065 partnerships
  • Form 1120-S S-corps
  • Form 1120 C-corps
  • Form 1041 trusts
  • Multi-state nexus & apportionment
  • Depreciation, §179, bonus
Typical engagementAnnual entity return + owner 1040, on a single integrated workflow.
Practice 03

International Tax

For U.S. citizens, green card holders, and dual citizens with foreign income, foreign accounts, or foreign business interests, wherever in the world they live.

  • Forms 5471 / 8865 / 8858
  • Form 3520 / 3520-A
  • FBAR (FinCEN 114)
  • Form 8938 (FATCA)
  • FEIE (2555) & FTC (1116)
  • SDOP & SFOP catch-up
TipSee the dedicated for catch-up procedures and IRS streamlined options.
Practice 04

Planning & Advisory

Standalone planning engagements for owners and individuals. Entity selection, mid-year projections, S-corp owner pay strategy, retirement contributions, equity comp planning.

  • Mid-year tax projections
  • Entity selection & conversion
  • S-corp reasonable comp
  • Equity comp (RSU, ISO, NSO)
  • Retirement contributions
  • Estimated tax planning
Typical engagementQuarterly check-ins or one-time projection. Hourly or fixed-scope.
Engagement & fees

Clear scope.
No hourly surprises.

Most engagements are quoted after we review your prior-year returns. Hourly is reserved for advisory work, where the scope can shift week to week.

Every engagement includes

  • Direct access to your CPA - Dillon prepares and signs every return
  • Encrypted document exchange via TaxDome
  • Federal and state returns, all schedules
  • Quarterly estimates, prior-year safe harbor
  • Return review meeting
  • Secure portal, permanent access to your filed returns

How we quote

  • Tiered flat fee: most individual and business clients choose one of three fixed-price tiers: Compliance, Planning, or Strategic. Your full-year price is set before any work begins.
  • International & streamlined: quoted after an eligibility review.
  • Advisory beyond your tier: one-off projects outside your selected tier are quoted fixed-scope or hourly before we start.
All quotes are written. No engagement begins until you've signed an engagement letter.
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