Begin with the compensation arrangement, not the title.
A promotion, a new employer, or a change in how you are paid can make this year different from the last. Bring the actual arrangement into the conversation rather than assuming a familiar job title explains the tax work.
You may need routine individual preparation, a focused planning discussion, or both. The service should follow the facts and your priorities.
Put the annual return and the next decision on separate tracks.
One set of questions concerns the return that needs to be filed. Another may concern a decision still ahead. Keeping those questions distinct makes it easier to agree on the work.
The return to prepare
Identify the tax year, expected income documents, outstanding records, and any changes from the prior filing.
The decision ahead
Describe the compensation change or other decision, the timing, and what you want to understand before proceeding.
Use the documents that explain the arrangement.
When a compensation question involves more than a regular pay statement, ask which documents are needed before sending them. A description from memory may omit details that matter to the scope review.
Tell us at the start if the question involves stock-based compensation, a deferred arrangement, or work in more than one jurisdiction. Those details help establish the work required and whether additional advisers need to be involved.
The payment question can arrive before the filing question.
A new pay arrangement is a reason to check how income and tax payments fit together. Federal payments can involve withholding, estimated payments, or both. See the IRS estimated-tax guidance for the general framework.
A planning conversation should address your facts rather than assume payroll withholding will always equal the final result.
A personal return remains a core service.
Not every professional needs a broad advisory engagement. You can inquire about individual preparation on its own.
If records are delayed, discuss extension help and who will be responsible for completing the eventual filing. Keep the preparation requirements and any planning work clearly defined.
COMMON QUESTIONS
Questions you may have.
Can I use the service for a regular personal return?
Yes. Individual tax preparation is a core service. An executive title does not mean you have to purchase a larger advisory engagement.
Can I ask about a compensation change before accepting it?
Yes. Explain the arrangement and timing in an initial conversation so the advisory scope and fit can be assessed.
Are all equity and multistate tax matters included?
No. Specialized compensation and multistate issues require a specific scope review. Do not assume they are covered by a general preparation engagement.
What information belongs in the first website inquiry?
Only contact information and the service you need. Do not send compensation agreements, tax forms, account information, or other confidential documents through the inquiry form.