Tax Preparation Services

Filing taxes doesn’t have to be stressful. For high-income professionals and families with equity compensation, business interests, and diverse investments, tax season can quickly become overwhelming.

At Citrine Capital, we provide integrated tax and financial planning services exclusively to clients engaged in ongoing wealth advisory relationships. Our tax strategies are never transactional - they are coordinated with your investment, estate, and charitable planning to create measurable long-term outcomes. Whether managing equity compensation, Bitcoin and digital assets, or multi-state residency, every recommendation aligns with your personalized financial plan and life goals.

Expert Tax Preparation Tailored to Your Needs

We know how overwhelming tax season can be - and how costly mistakes or oversights often are. But it isn’t just about getting through the season; it’s about uncovering opportunities. A thoughtful, detail-driven approach can minimize your tax burden and create long-term savings.

At Citrine Capital, your advisory team and in-house CPA collaborate year-round to align every element of your tax plan with your broader financial strategy. Together, we guide clients through specialized areas such as:

• Founder & Equity Planning: QSBS optimization, equity compensation modeling, and liquidity event strategies.

• Bitcoin & Digital Asset Tax Strategy: navigating cash flow planning, portfolio integration, tax reporting, and loss harvesting.

• Trust & Estate Tax Coordination: grantor trust strategy, 1041 filings, and charitable gifting.

• Tax Compliance & Resolution: IRS correspondence, penalty abatement, amended filings, and proactive monitoring.

• Multi-State Residency & Mobility: state domicile transitions and residency audits.

• Cross-Border & International Planning: foreign tax credits, FEIE optimization, and treaty coordination for global income.

Every recommendation is evaluated not only for its tax outcome, but for how it impacts your investments, cash flow, and long-term wealth plan.

Professional Tax Preparation Services for Individuals and Families

Our tax preparation service combines accuracy, efficiency, and strategy to help you get the most out of every filing. Whether you’re managing equity compensation, multiple income streams, or complex deductions, we’ll ensure your returns are filed correctly and on time.

Why Work with our Tax Preparation Service?

DIY tax software and inexperienced preparers often miss critical details - especially for high earners or those with equity compensation, multiple income streams, or business interests. Even small mistakes can lead to overpayments, missed deductions, or audits.

At Citrine, tax preparation is not a standalone service - it’s part of an ongoing, advisory-driven relationship. Our CPA and CFP® professionals collaborate to anticipate challenges before they arise, whether related to foreign asset reporting, QSBS qualification, or stock sale timing. We ensure every filing, amendment, and projection strengthens your long-term wealth plan.

Because we’re a full-service financial advisory firm, tax preparation is only one part of what we do. Your tax strategy and financial plan work hand in hand - aligning your investments, retirement, and equity compensation strategy toward your long-term goals.

The Citrine Capital Approach to Tax Preparation

Our tax service goes beyond basic tax prep and filing. It’s a proactive, year-round process designed to uncover opportunities, minimize liabilities, and keep your tax strategy aligned with your overall financial plan.

We start by understanding your financial situation and goals, then review prior-year tax returns to identify opportunities, missed deductions, or strategies that should carry forward for consistency.

From there, our tax and advisory teams provide a year-round tax strategy that aligns with your investment growth, liquidity, and estate design. Our process includes detailed cash flow forecasting, equity sale analysis, and proactive planning for potential tax law changes. If a compliance issue arises, our team handles resolution - penalty relief, amended returns, or IRS correspondence - while maintaining focus on your long-term financial plan.

Integrated Tax and Wealth Services

Our tax strategies are not isolated - they’re embedded within every element of your wealth plan. Whether we’re managing your foreign tax credit optimization, creating a trust structure for QSBS, or developing a Bitcoin and digital asset liquidation plan, every move is coordinated with your long-term investment, estate, and philanthropic strategy.

The Citrine Capital Difference

Our clients rely on us for more than financial advice - they trust us to bring clarity, coordination, and confidence to every part of their financial lives. We’ve built our reputation on transparency, deep expertise, and forward-thinking strategies that deliver measurable results year after year.

Get Ahead This Season with Professional Tax Services

If you’re seeking a cohesive financial strategy that integrates tax, investment, and estate planning, Citrine Capital can help. Our process begins with understanding your full financial picture - then building a tax-efficient, multi-year plan that reflects your goals, lifestyle, and legacy. Get in touch to explore how integrated financial and tax planning can help you preserve and grow your wealth with confidence.

To get started, please fill out a short questionnaire so we can ensure we’re the right fit for your needs. If it’s a match, we’ll arrange a meeting to discuss your current financial situation, your goals, and available opportunities. 

Get in touch today to start building a secure, tax-efficient financial plan.