Personal Tax Returns
Individual federal and state tax return preparation covering all your income sources, deductions, and credits. For business owners, the personal and business returns are prepared together by the same CPA.
What This Is
Federal and state individual tax return preparation that covers everything on your personal return. W-2 wages from your clinical job, K-1 income flowing from your business, investment income, retirement distributions, and any other income that lands on your 1040. Plus every deduction and credit you qualify for.
For business owners, the real value is that Mason prepares your personal return alongside your business return. Your S corporation K-1, your self-employment income, your reasonable compensation, and the qualified business income deduction all connect. Having one CPA handle both sides means those connections get handled correctly.
All Income Sources
All Income Sources
W-2 wages from hospital or clinic employment. K-1 distributions from your S corporation or partnership. Self-employment income if you operate as a sole proprietor. Investment income, rental income, retirement account distributions. Everything that belongs on your personal return gets reported accurately.
Deductions and Credits
Deductions and Credits
Itemized deductions where they make sense. Retirement contribution deductions. Student loan interest. Health savings account contributions. Child tax credits, education credits, and any other credits you qualify for. The goal is a complete and accurate return that claims everything you are entitled to.
Why This Matters
Most clinician business owners have a personal return that looks different from a typical W-2 employee. You might work three days a week at a hospital and run your med spa or therapy practice on the side. Or you left your employed position and now your business is your primary income, but you still have W-2 income from per diem shifts. The personal return has to account for all of it.
When a separate preparer does your personal return and another does your business return, things fall through the cracks. The personal preparer does not know what happened in the business. The business preparer does not know your full tax picture. Neither one is positioned to catch the planning opportunities or the errors that live in the space between the two returns.
The W-2 Plus Business Reality
The W-2 Plus Business Reality
You earn strong W-2 income from clinical work. You also have business income flowing through an S corporation or LLC. Your reasonable compensation from the S corp affects payroll taxes. Your total income affects retirement contribution limits and QBI deduction phase-outs. These pieces interact, and they need to be prepared together.
What Separate Preparers Miss
What Separate Preparers Miss
A tax preparer who only sees your personal return cannot optimize your S corporation salary. A business preparer who does not know your household income cannot plan around bracket thresholds. Tax planning for a clinician business owner requires seeing the whole picture. Splitting it between two preparers means nobody sees it.
What Changes
Your personal return gets prepared by the same CPA who prepares your business tax return and knows your full financial situation. The K-1 from your business flows correctly to your personal return. Retirement contributions are coordinated. Deductions and credits are claimed with full knowledge of how your business and personal finances interact.
If you want this handled year-round with ongoing bookkeeping included, the Bookkeeping and Tax Package bundles monthly bookkeeping with both your business and personal returns for one monthly price. And if you want to go further with proactive planning, Tax Strategy work helps you structure things ahead of time instead of just reporting what already happened. If you want to talk about what makes sense for your situation, reach out for a consultation.
Coordinated Preparation
Coordinated Preparation
One CPA prepares both returns with full visibility into your income from all sources. The business return informs the personal return. Planning decisions made on one side account for impacts on the other. Nothing gets lost in handoffs between separate preparers.
Year-Round Relationship
Year-Round Relationship
When Hunter Green CPA handles your returns, you have a CPA who knows your situation when questions come up during the year. Estimated tax payments get calculated correctly. Planning conversations happen before December instead of after. You are not starting from scratch every April.
Your Trusted CPA
Next Step:
A Short Conversation
Tell us about your business and what you need help with. We'll ask a few questions, explain how we can help, and tell you exactly what it will cost.