Treeline Tax & Advisory provides CPA-led tax preparation and tax planning for individuals, small businesses, and partnerships.

• Partnership Tax Returns (Form 1065)

• Small Business Tax Returns (Schedule C, Single-Member LLCs)

• Individual Income Tax Returns (Form 1040)

• Stock-Based Compensation Tax Planning (RSUs, ISOs, NSOs, ESPPs)

• Year-Round Tax Planning & Advisory

All services are provided by or under the supervision of a licensed CPA. 

1. Initial consultation to confirm scope and fit

   1. 1. • Contact info@treeline.tax to get started 

2. Review and execute engagement letter

3. Upload documents via secure link

4. Review and approve tax return for e-filing

• Professionals with complex income or equity compensation

• Small business owners and consultants

• Partnerships and growing service-based businesses

• Clients seeking ongoing tax planning