top of page
Stocks

Investment Income Tax Services

Tax Planning and Preparation for Investment Income

Our team at Marlene Van Sickle CPA works with many individuals who are in the technology industry and have complicated earnings due to stock options, stock purchases, and other compensation scenarios. If any part of your income is based on acquiring stock, thoughtful tax planning is critical to ensure you exercise your options in an advantageous manner to minimize your tax burden.

As part of our investment income tax service offering, we will prepare and file your personal 1040 return. Our goal is to build a long-term relationship with you throughout your career. Our clients value our proactive approach and rely on our planning to get the best possible outcome with their investment income and/or company stock tax planning. 

 

We welcome new investment income tax clients from the greater Austin metro area. 

Let's Get Started

Our investment income tax services start at $2,000 per year.

Payment plans are available.
If you are ready to get started, please complete this short form.

Investment Income Tax Package Features

Patricia, POSSIBLY DELETE? Customized your Package with Additional Services

Based on the needs of your company, we offer additional services that can be added to your business tax preparation package. These services include LLC setup, S-corp election analysis and filing, 1031 exchange consulting, and Quickbooks Online setup. Any additional service will be priced upfront and can be included within a payment plan. 

We are here to help you, so ask us about other tax-related services you may need. There’s a good chance we can complete your request or we know someone qualified who can.

 

Let's Get Started

Our investment income tax services start at $2,000 per year.

Payment plans are available.
If you are ready to get started, please complete this short form.

bottom of page