Your return done right, ready for next year.
A return prepared with real attention and scoped to your situation. We get this year right, then show you plainly where planning could change what comes next.
What’s included
One clean engagement at filing time, handled by someone who actually reads your situation. Every return includes the essentials below, tailored to what your situation actually involves.
- ✓Federal and state returns, prepared and filed
- ✓Scoped to your situation, individuals and businesses
- ✓An organized, clean handoff you can keep and reuse
- ✓A plain-English note on what proactive planning would add
- ✓One point of contact, no handoff to a junior preparer you never meet
Small business owners
- ·Business return prepared, Schedule C, 1120-S, or 1065
- ·Depreciation, §179 & bonus schedules maintained
- ·Owner compensation & payroll tied out
- ·K-1s issued and QBI / §199A handled on the return
Real estate investors
- ·Schedule E prepared for each property
- ·Depreciation schedules carried and kept current
- ·Passive-loss limitations & basis tracked
- ·Sales, dispositions & 1099s reported correctly
Executives with equity
- ·RSU & ESPP cost basis corrected, so you don’t double-pay
- ·ISO exercises & AMT (Form 6251) handled
- ·Multi-state wage allocation on equity income
- ·ESPP / Form 3922 reconciled to your return
What’s in it for you
Even in a single year’s return, you can see all four moves of the Gnomon Method, in the terms of your situation.
Calibrate
We scope the return to your actual facts, not a template.
- Founders. We read how you’re structured and paid, and the schedules that follow from it.
- Real estate. Each property’s depreciation set up and carried correctly from the start.
- Executives. RSU, ISO, and ESPP cost basis corrected so you don’t pay tax twice.
Indicate
We flag, in writing, where planning would have changed the result.
- Founders. We point out an S-corp election or R&D credit you’re leaving on the table.
- Real estate. We flag a cost-seg study or REPS opportunity worth setting up for next year.
- Executives. We note an exercise or withholding move worth planning before next year.
Orchestrate
We tie the return out with the records and people behind it.
- Founders. Your books, payroll, and K-1s reconciled so the return actually ties out.
- Real estate. Closing documents, 1099s, and depreciation schedules pulled into one clean return.
- Executives. Broker statements and stock-plan forms matched so nothing is misreported.
Compound
Done right once, it’s a clean base the next year builds on.
- Founders. Structure and schedules left clean and ready to carry into next year.
- Real estate. Basis and depreciation tracked all along, never reconstructed under deadline.
- Executives. A cost-basis record kept accurate so future sales aren’t a scramble.
When this year is enough, and when it isn’t.
Gnomon Prep is built for people who want this year handled well and aren’t ready for an ongoing relationship yet. If your situation has real moving parts, a business, property, equity, a big change coming, the planning note will usually point you toward Gnomon Tax.
Move up any time · the work already done carries over
Let’s get this year right.
Start with the Diagnostic so we both see the picture before we scope anything. No commitment beyond the Diagnostic itself.
Start Your Diagnostic