Treeline Tax & Advisory LLC is a CPA-led tax firm providing tax preparation, tax planning, and advisory services for individuals and small businesses. We specialize in complex personal returns, small business taxation, and proactive planning. 

Professional tax services for individuals with complex income, investments, or multi-state considerations. 

Services include:

• Federal and state income tax preparation

• Tax planning and income projections

• Stock-based compensation (RSUs, ISOs, NSO, ESPPs, equity awards)

• Capital gains and investment activity

• Multi-state tax filings

• Prior-year return review and corrections

• IRS and state tax notice assistance

Ideal for professionals, tech employees, and high-income individuals who want accurate filings and forward-looking tax guidance. 

Tax preparation and advisory services for small businesses and self-employed individuals. 

Services include:

• Sole proprietor (Schedule C) tax returns

• Partnership tax returns (Form 1065)

• S-Corporation tax returns and owner compensation planning

• Entity selection and tax structure guidance

• Bookkeeping review and tax-ready cleanup

• Quarterly estimated tax planning

Best suited for service-based businesses, consultants, and owner-operators who want compliant, well-planned tax outcomes. 

Proactive tax planning designed to reduce surprises and support better financial decisions.

Planning services include:

• Year-round tax strategy

• Income and equity event modeling

• Business growth and restructuring scenarios

• Retirement and contribution strategy coordination

• Multi-year tax projections

Tax planning is focused on clarity, compliance, and long-term outcomes; not aggressive or high-risk positions.

Assistance navigating tax notices, corrections, and compliance issues.

Support includes:

• IRS and state tax notices

• Amended returns

• Back-tax compliance planning

• Guidance and coordination for representation when required

Treeline Tax & Advisory is a good fit if you: 

• Have more than a simple W-2 return

• Own a small business or receive equity compensation

• Want a CPA who explains decisions clearly

• Prefer realistic, defensible tax strategies

We are not a high-volume tax prep shop and do not take aggressive or questionable tax positions. 

If you’re looking for a CPA to handle your tax preparation and provide ongoing tax planning Treeline Tax & Advisory may be a good fit.  

Contact us to schedule a consultation at info@treeline.tax