Fairway Financial Consulting
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Tax Preparation

At Fairway Financial Consulting, we provide accurate, timely, and personalized tax preparation services for individuals, families, business owners, and high-net-worth clients. Our goal is to help you meet your filing obligations with confidence while identifying deductions, credits, and reporting requirements for your situation.

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We work with both straightforward and complex tax scenarios, including clients with multiple income streams, investments, and equity compensation.

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We understand that tax returns are not one-size-fits-all. Whether your return is straightforward or more complex, we take a careful, detail-oriented approach to ensure it's prepared correctly and filed on time.

We offer both tax preparation and accounting services, ensuring your filings, records, and strategy stay aligned.

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What We Help With

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Our tax preparation services may include:

• Individual federal and state income tax returns

• Joint and family tax returns

• Self-employed and 1099 income reporting

• Rental property income and expense reporting

• Investment income, capital gains, and dividend reporting

• Stock options, RSUs, ESPPs, and equity compensation reporting

• Small business and entity tax returns

• Multi-state and more complex filing requirements

• Review of available deductions, credits, and compliance items

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Experience With Complex Tax Situations

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We regularly work with clients who have:

• High-income or high-net-worth profiles

• Multiple sources of income and investments

• Equity compensation from employers (stock options, RSUs, ESPPs)

• Real estate and rental property portfolios

• Business ownership or partnership interests

Our approach ensures these elements are reported accurately and coordinated within your overall tax picture.

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Why Work With a Professional

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Tax laws change frequently, and even small errors can create unnecessary stress, penalties, or missed opportunities. Professional tax preparation can help you:

• Reduce filing errors

• Stay compliant with current tax laws

• Identify deductions and credits you may otherwise miss

• Save time and avoid the frustration of preparing complex returns on your own

• Gain clarity on tax issues that affect your broader financial picture

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Who We Serve

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We work with clients in a variety of situations, including:

• Individuals and families

• Self-employed professionals

• Business owners

• Clients with 1099 income

• Real estate investors and rental property owners

• Clients with changing financial or tax circumstances

Who We Serve

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We work with clients in a variety of situations, including:

• Individuals and families

• Self-employed professionals

• Business owners

• Clients with 1099 income

• Real estate investors and rental property owners

• Clients with changing financial or tax circumstances                               

Our Approach

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We believe tax preparation should be both accurate and thoughtful. We take the time to understand your circumstances, carefully review your documents, and prepare your returns with a focus on compliance, organization, and attention to detail.

If questions arise during the process, we are happy to discuss them and help you better understand your tax situation.

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Let’s Get Started

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Whether you need help with a simple return or a more complex filing, we welcome the opportunity to assist you.

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Happy to discuss any financial or tax questions or concerns you may have.