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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.
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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.
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Investment Income Tax Package Features
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