Individual Tax
When the personal return starts following the business.
Some individual returns are straightforward. Others carry the business, the property, the investments, and the year's decisions with them. TSC prepares and plans for the second kind.
You own the business
Owner compensation, distributions, basis, and pass-through reporting connect the entity return to yours. They should be prepared with each other in view.
More than one entity
Several K-1s, a holding structure, or interests acquired at different times create questions that a single-year view rarely answers well.
Investments and property
Rental activity, sales, carryforwards, and multi-state property change the shape of a return and the planning around it.
Life changed
Marriage, a move across state lines, retirement, an inheritance, equity compensation, or a liquidity event each reset the assumptions behind last year's return.
Planning, not just filing
Estimates, withholding, timing, and entity-level decisions handled before December rather than discovered in April.
If this year's return no longer resembles last year's, say so early.
A short conversation before the year closes is usually worth more than any adjustment made after it.