It's time you got answers to your tax questions, not just a bill when the work has been completed.
Tired of emails with tax questions going unanswered? Work with a team who's focused on you.
Here's how we work, together.
You share your story
We get to know your goals, values, and current tax situation. We review your by previous return and have a call to understand where you are and where you want to go.
We evaluate your plan
Next, we assess your current tax picture and financial plan to identify any immediate needs or opportunities for improvement.
We gather documents and prepare the return
You'll receive a clear checklist of documents we need. Once they're uploaded to your secure client portal, we get to work on preparing a draft of your return.
We review the return, together
When the draft is ready, we meet with you to review it line by line to answer any questions and ensure accuracy. Clarity, Confidence, Compliance.
Typical Individual Return -
Median Price
Brokerage 1099s, RSUs, ISOs
Documents due by 3/15 to file by 4/15
Typical Individual with Side-Gig
(schedule C or rental properties) -
Median Price
Data Review Meeting - discuss
expenses, income, and deductions
Documents by 3/23 to file by 4/15
Self-Employed (no employees) -
Median Price
Unlimited questions, calls, & emails
Documents by 4/1 to file by 4/15
At Generations Tax Partners
our mission is simple: to help clients achieve positive outcomes that create meaningful real-world impacts. We start with your tax return and help connect it to your bigger financial plan. We then guide you on a sustainable and efficient path to reach your goals while supporting you through the obstacles you will encounter along the way.