Individuals
Tax support for individuals and families who need more than a once-a-year filing service
TTS Advisory continues to support individuals and families whose tax lives have become more layered over time, whether that includes equity compensation, multi-state income, rental property, retirement planning, business ownership, or other situations where a basic return is no longer enough. With experience supporting more than 500 individuals, TTS helps clients stay organized, understand what applies to them, and approach tax season with more clarity and less last-minute stress.
Professionals We Typically Support
Startup Founders & Co-Founders
Building companies and navigating equity, distributions, and liquidity events.
Technology Executives & Leaders
Managing complex compensation structures and multi-state exposure.
Engineers & Technical Professionals
With stock options, AMT exposure, and investment considerations.
Consultants & Advisors
Working across multiple clients, states, and income streams.
How We Support These Individuals
Our individual tax work is designed to bring clarity to the details. We help clients prepare accurately, plan ahead where possible, and understand the tax considerations connected to income, investments, location changes, equity compensation, and major life transitions.
Tax Preparation
Accurate, organized preparation for individual and family tax returns.
Year-Round Planning
Guidance before decisions are made, not only after the year has ended.
Equity & Investment Tax
Support around stock options, RSUs, capital gains, and investment-related tax items.
Multi-State & Complex Filings
Help with filings that involve multiple states, rental property, relocation, or layered income sources.