Federal & state returns
Form 1040 and the schedules your income requires, including Schedule C, Schedule E and Form 8949. State income and allocations reviewed together.
Equity sold? Moved states? Still unsure your return is right? Get your income, deductions and filing obligations reviewed together.
Your income, states, investments and any unfinished returns.
Agree the preparation and fixed cost before we begin.
A CPA or EA prepares it, with a second professional review.
Over 3000 ★★★★★ Reviews
RSUs, ESPPs, ISOs and NSOs. We check sales against vesting and exercise records, review cost basis and consider alternative minimum tax exposure.
Review my equity incomeMoved, worked remotely or earned income in more than one state? We review residency, work locations and the income allocation each return needs.
Discuss my state returnsSchedule C, eligible home office and vehicle deductions, and self-employment tax. Business figures should be summarized; bookkeeping is available where needed.
Prepare my self-employed returnSchedule E for each property, depreciation and passive activity loss limits. Rental income, expenses and property sales reviewed alongside your other income.
Discuss my rental incomeCapital gains, losses and carryforwards. We prepare Form 8949 from consolidated reports or reconcile exchange exports where a report does not exist.
Review my investment taxesForeign tax credits or exclusions, account reporting and resident or nonresident filing questions. For couples, we can compare joint and separate returns.
Review my filing positionTell us what changed this year. We’ll explain the preparation your return needs and quote the fee before work begins.

A return stops being simple the year equity vests, a rental closes or a foreign account opens. We prepare the return that ties those pieces together.
Your Form 1040, state returns and supporting schedules should reflect the same complete picture. We review filing status, cost basis, elections and carryforwards, rather than treating each form in isolation.
Have my return reviewedForm 1040 and the schedules your income requires, including Schedule C, Schedule E and Form 8949. State income and allocations reviewed together.
Foreign income, accounts, assets and gifts may require additional reports such as FBAR, Form 8938 or Form 3520. We confirm what applies.
Carryforwards and depreciation schedules stay with your file. We prepare returns for clients in all 50 states, even when you move.
The number on your 1099-B may not include compensation already taxed through your W-2.
When shares vest, the value is generally taxed as wages. When you sell, the cost basis reported by your broker may need an adjustment. We check equity sales against the vesting or exercise record before filing.
We also review whether withholding on bonuses or vesting was enough for your tax position. An ISO exercise can create alternative minimum tax exposure even before the shares are sold.
Review my stock compensationCompensation already included in wages
Proceeds and the broker’s reported basis
The adjustment needed to report the sale correctly
The figures must be reconciled before the return is filed.
The fee follows the work your return needs, rather than the size of your income.
Your most complex income source sets the base. State allocations, rentals, self-employment, foreign reporting and crypto reconciliation affect the scope. We explain these before preparation starts.
We price a married couple as one household. A spouse with the same income sources adds no separate charge.
Get a quote for my returnAn equity sale, a state move or a first crypto year can leave details overlooked. We review cost basis, allocations and deductions, then explain whether an amendment makes sense.
Refund claims have time limits. Discuss the return with our team before commissioning additional work.
Review my prior returnThe scope and fee are agreed first. You review your return before it is submitted.
Income sources, filing status, states and any foreign income or assets. We establish the work your circumstances need.
Your schedules and complexity determine the price. The fee is set before preparation starts, rather than billed by the hour.
Prior-year return, W-2s, 1099s, brokerage supplements and summarized business or rental figures, through the encrypted portal.
A CPA or Enrolled Agent prepares your return. A second professional reviews it before filing.
An included 20-minute review covers the return and the positions taken, before you authorize filing.
We e-file and review withholding or estimated payment adjustments for the current year.
CPAs, Enrolled Agents, tax accountants and financial planning specialists, with experience across personal returns, investments and international tax.

CPA · President

CPA · Senior Tax Manager

EA, CPA · Senior Tax Accountant

EA, CPA

ACCA, DipIFR

CFP

MA

Tax Accountant
We prepare federal and state returns remotely for clients in all 50 states. Your carryforwards and depreciation schedules continue with your file when you move.
The most complex income source sets the base. State returns and allocations, rental properties, Schedule C, foreign reporting and crypto reconciliation can add work. Your quote is fixed before preparation begins.
We quote the household together. A spouse with the same income sources adds no separate charge under our household pricing. We confirm the specific scope in your quote.
Yes. Tell us which years are outstanding. We establish the filing work and payment issues before proceeding. An extension gives more time to file, but does not extend the time to pay.
They can. FBAR and forms such as 8938 or 3520 have separate requirements. Tell us about your accounts, assets and foreign gifts so we can review the reporting that applies.
Return preparation uses summarized business and rental figures. If you do not have a summary, we can discuss bookkeeping first as a separate service.
Yes. We serve individual tax clients in all 50 states, use a secure document portal, review the return with you and obtain authorization before e-filing.
Tell us what changed, the income sources involved and the year you need filed. Our team will review the preparation needed and give you a fixed quote before work begins.
★★★★★Over 3000 Reviews
(866) 681-2140The Dimov Tax team will review your details and contact you about the next step. If you need to add something, call (866) 681-2140.