Tax Prep for High-Income W-2 Earners
Since 2006: proactive W-2 tax planning that averages $20k+ in annual savings
Keep More of Every Paycheck.
Our tax prep for high earners focuses on legal, audit-ready ways to reduce W-2 taxes now. We optimize 401(k)/mega backdoor Roth, backdoor Roth IRAs, HSAs, and asset location so interest and high-turnover funds sit in tax-sheltered accounts while long-term, qualified-dividend assets sit in taxable. We manage NIIT (3.8%) thresholds, bunch itemized deductions, and use donor-advised funds with appreciated stock to wipe out capital gains. Have equity comp? We build AMT-aware ISO/NSO/RSU/ESPP strategies, evaluate 83(b) elections, and plan NUA on company stock to lower lifetime taxes. This is high-income tax prep designed to increase after-tax cash flow this year.
Proof You Can Trust.
High-income tax planning lives or dies by details. You’ll get a written plan, quarterly projections, and an equity-comp worksheet tying out Forms W-2, 3921/3922, 1099-B, 1099-DIV/INT to brokerage reports plus our “commonly missed” checklist (multiple W-2s after job changes, ESPP disqualifying sales, multiple 1098s after refis). Premium packages include IRS notice handling and audit protection. Our 3-business-day response promise and transparent pricing mean you always know where things stand.
Wins This Year, Not Someday.
In the first 30 days we launch a fast-impact playbook for high-income tax prep: update W-4/withholding, turn on HSA and (if plan allows) after-tax 401(k) + in-plan Roth (mega backdoor), schedule tax-loss harvesting before 12/31, time charitable gifts/DAF for deduction bunching, and map ISO exercises to avoid surprise AMT while capturing long-term rates. We also model RSU sell-to-cover vs. hold and ESPP holding periods so you keep more of every vest and bonus this year.
Fast response times.
We make high-income tax prep simple: a secure portal, smart organizer, and a concise request list so you’re not chasing forms. We collect payroll/bonus docs, equity comp statements, mortgage/1098s, 1099s, and brokerage tax packs; you get unlimited email support and clear dates for estimates and elections. With 20% to start and the balance at delivery, you see our work before paying in full so filing is smooth, compliant, and confidence-building.
