Individual tax preparation
At BR Tax Group we help individuals prepare accurate returns, from standard filings to more complex situations involving RSUs, investments, rental income, or Roth conversions.
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Accurate Filing
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We prepare your tax return carefully and ensure all required information is reported correctly.
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Tax Savings
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We identify the deductions and credits available to help reduce your tax liability.
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Less Stress
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We handle the preparation process and answer your questions from start to finish.
A personal tax return can be straightforward. It can also become harder to manage when your income comes from several places or when your documents do not tell the full story. At BR Tax Group, we take the time to understand your situation before preparing your return. Whether you have W-2 income, investments, RSUs, stock sales, rental property, business income, or Roth conversions, we help you file with clarity and confidence.
Tax preparation for more complex individual returns
Restricted stock units and stock compensation
If you received RSUs or sold company shares during the year, your tax return may need a closer review.
We look at your W-2, brokerage forms, vesting records, and stock sale information together. The goal is simple. We want your return to reflect what happened accurately, without unnecessary confusion or missed details.
This may apply to you if you received:
• Restricted stock units
• Employer stock compensation
• A 1099-B after selling shares
• Multiple brokerage tax forms
• Equity income from a tech or corporate employer
Backdoor roth conversion tax reporting
A backdoor Roth conversion can be a smart planning move, but the tax reporting should be handled with care.
We review your IRA contribution records, Roth conversion documents, Form 1099-R, prior-year information when needed, and Form 8606. That way, you can file with a clearer understanding of how the conversion was reported.
This may apply to you if you:
• Made a nondeductible traditional IRA contribution
• Converted IRA funds to a Roth IRA
• Received a Form 1099-R
• Have traditional, SEP, or SIMPLE IRA balances
• Are unsure whether your conversion was reported correctly
Personalized Tax Solutions
Every taxpayer has a unique financial situation, and we tailor our services to fit your specific needs. Whether you are a full-time employee, a self-employed individual, a freelancer, or a retiree, we take the time to understand your income, deductions, and potential tax credits. Our goal is to ensure you pay only what is required while taking advantage of every tax-saving opportunity available to you.
Accuracy and Compliance
Tax laws are constantly changing, making it difficult to stay updated on the latest regulations. Our team is knowledgeable in current tax codes and ensures that your return is prepared accurately and in compliance with all federal and state requirements. We carefully review all documents and calculations to minimize errors and reduce the likelihood of audits or penalties.
Maximizing Your Refund
Many individuals miss out on deductions and credits that could increase their tax refund. Our tax professionals conduct a thorough review of your financial records to identify all eligible deductions, from work-related expenses to education credits and retirement contributions. By leveraging our expertise, we help you maximize your refund or minimize your tax liability.
Simple and Convenient Process
We understand that your time is valuable, which is why we make the tax preparation process as simple as possible. Our team will guide you through every step, from gathering the necessary documents to filing your return electronically. If you have past-due tax returns or need to amend a previously filed return, we can assist with that as well. We also provide direct deposit options to ensure you receive your refund quickly and securely.
Support Beyond Tax Season
At BR Tax Group, our commitment to our clients does not end once your return is filed. If you receive any IRS notices or need assistance with an audit, we are here to provide support and guidance. Our goal is to give you peace of mind knowing that you have a trusted partner for all your tax-related needs.
Get Started Today
Tax season does not have to be overwhelming. Let BR Tax Group handle the complexities of tax preparation while you focus on what matters most. Contact us today to schedule a consultation and experience stress-free tax filing with the expertise and care you deserve.
Frequently Asked Questions
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Tax planning should begin before year-end and whenever your income or personal situation changes. Starting early gives us more time to identify and implement suitable strategies.
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You may need estimated payments if you receive income that is not sufficiently covered by withholding, such as self-employment, investment or rental income. We can calculate the appropriate payments and help you avoid unexpected tax bills.
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Yes. Reviewing your withholding, available credits and retirement contributions can help align your payments with your expected tax liability.
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Selling investments or withdrawing retirement funds may increase your taxable income and create additional payment obligations. Planning the timing of these transactions can help manage their tax impact.
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Consider professional guidance before a major financial decision, income change, retirement withdrawal or investment sale. Meeting before tax season provides more opportunities to take action.
Our Offices
Georgetown
Austin - Arboretum
Austin Downtown
Let's Get Started
Our services are designed specifically for business start-ups, entrepreneurs and small businesses of all sizes. Let’s start the conversation.
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