Tax Preparation & Planning

Taxes are more than a once-a-year filing requirement. Careful preparation and proactive planning can help clients stay organized, understand available options, and make more informed decisions throughout the year.

Fairway Financial Consulting provides tax preparation and planning services for individuals, families, professionals, business owners, and clients with more complex financial lives.

Tax Preparation

We prepare tax returns with close attention to accuracy, reporting requirements, deductions, credits, and filing deadlines. Services include individual federal and state income tax returns, self-employed and 1099 income reporting, small-business and entity tax returns, rental-property income and expenses, investment income, capital gains, dividends, stock options, RSUs, ESPPs, multi-state filings, extensions, and tax-return reviews.

Tax Planning

Tax planning identifies opportunities and potential issues before year-end—not after a return is due. Planning discussions may include estimated taxes and withholding, retirement contributions, equity compensation, investment income and capital gains, charitable giving, business income, real-estate considerations, and year-end planning.

Who We Serve

Fairway Financial Consulting works with individuals and families, professionals with growing income, business owners, self-employed clients, investors, real-estate owners, and clients with stock compensation or multiple income sources.

Clients often seek guidance when they are starting or selling a business, receiving equity compensation, buying or selling property, preparing for retirement, or navigating a significant financial change.

A Thoughtful Approach

Every tax situation is different. Fairway Financial Consulting takes the time to understand the details that matter, explain tax issues clearly, and provide thoughtful guidance tailored to each client’s circumstances.

Get Started

Whether you need help preparing a return or want to take a more proactive approach to tax planning, we welcome the opportunity to speak with you.

Schedule Your Consultation