Individual & business returns
Coordinate personal and business filing needs, income sources, and supporting documentation.
TAX · A PROACTIVE PERSPECTIVE
Tax
A clearer tax picture. A plan for what’s next.
Your tax return is one part of the picture. We connect preparation with year-round planning, helping you consider the tax side of the decisions you are already making.
CLARITY FOR WHAT COMES NEXT.HOW WE CAN HELP
Support that connects the pieces.
Start with the decisions in front of you. We’ll help define the information, support, and scope you need.
Year-round tax planning
Review income, estimates, significant transactions, and opportunities before filing season.
Complex financial lives
Bring real estate holdings, business interests, and equity compensation into one planning conversation.
Entity & owner planning
Explore the relationship between entity structure, owner compensation, distributions, and long-term goals.
IRS notices & resolutions
Organize notices, filing history, and supporting records so we can assess the issue and discuss the appropriate next steps.
International tax
Helping expats, foreign investors, and individuals with cross-border financial lives navigate U.S. tax preparation, reporting, and planning.
INCLUDED WITH YOUR RETURN
Your return.
Explained, personally.
A 3–8 minute Loom-style personalized video going over your return, credits, income, changes, high-level tax planning tips for next year, and next steps.
Your numbers. Your questions. Your next steps.
WHAT YOU RECEIVE
Proactive planning you can put to work.
A personalized tax plan turns the conversation into clear priorities, projections, and implementation steps.
A customized tax plan
Review strategies relevant to your income, business, investments, and upcoming transactions.
Tax strategy sessions
Discuss opportunities, assumptions, tradeoffs, and timing with your advisor.
Implementation & follow-through
Agree on the next steps, coordinate documentation, and revisit the plan as your situation changes.
Examples from Arete’s current website. Your reports and support are tailored to the agreed engagement.
THE ARETE EXPERIENCE
Tax support. A clearer next step.
See how technology and personal guidance bring tax, reporting, and financial decisions together.
Let’s talk about what’s nextUnable to play? Open the video directly.
WORKING WITH ARETE
A clear starting point.
A practical next step.
Bring your most recent returns, current income picture, and any notices or upcoming transactions.
Tell us what you needShare your priorities.
Use Get Started or schedule a consultation to introduce your situation and goals.
Define the right support.
We review your needs, discuss the engagement, and agree on scope and next steps.
Move forward with clarity.
Coordinate documents through your secure client portal and work with our team on the agreed plan.
A FEW COMMON QUESTIONS
Before we begin.
Can you help with both personal and business taxes?
Yes. We can discuss your personal returns, business filing needs, and how the two connect during your consultation.
Do I need to wait until tax season?
You can start throughout the year. Earlier conversations give us more time to understand major changes and organize your records.
LET’S TALK ABOUT WHAT’S NEXT
Bring the pieces together.
Tell us what you’re working toward. We’ll help you find a clear place to start.