Individuals
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.
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 hundreds of individuals, TTS helps clients stay organized, understand what applies to them, and approach tax season with more clarity and less last-minute stress.
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.
Individual Tax Preparation
Accurate, organized tax preparation tailored to the needs of professionals, executives, and families.
Tax Strategy & Planning
Forward-looking guidance that helps clients make better tax and financial decisions throughout the year.
Tax Advisory for Professionals & Executives
Support designed for individuals who want more than filing support, with thoughtful guidance aligned to long-term financial goals.
Trust, Estate & Notice Support
Additional support for trust and estate filings, as well as IRS and state notices that require careful review and response.