Life events: tax planning for a home sale, a divorce, stock pay, an inherited IRA or a move, anywhere in the US
Free tax review
Find out what we’d handle and what it costs
Thirty minutes by phone; you leave with one written price.
We figure the tax on a big one-time event before it happens where there’s still time, then prepare the return that reports it. The first review is free, any planning is one flat fee quoted in writing before work starts, and individual returns start at $350. Based in Santa Clarita, we work with people in any state.
Life events
Which life event are you planning for?
We handle nine one-time events: selling a home, divorce or separation, RSUs and stock options, a final return after a death, an inherited IRA, a Roth conversion, retiring to another state, moving into or out of California, and renting out a former home. Each has its own page with the details.
Selling a home
For homeowners about to sell: we figure your gain and how much of it is tax-free before you close, then prepare the return. How we handle selling a home.
Divorce or separation
For people divorcing or separated: we figure filing status, who claims the children, and how alimony, the house and retirement splits are treated before you file. How we handle divorce or separation.
RSUs and stock options
For employees paid in stock: we figure the tax on RSU vests, option exercises and share sales before you act, and prepare the return after. How we handle RSUs and stock options.
A parent or spouse has died
For executors and family filing for someone who died: we work out whether a final return is due and who signs it, then e-file it. How we handle the final return when a parent or spouse has died.
Inheriting an IRA
For beneficiaries of an inherited IRA: we map what to withdraw and when, and show you the tax for each year before you take anything out. How we handle inheriting an IRA.
Converting to a Roth IRA
For people weighing a Roth conversion: we figure how much to convert in each year and the tax each conversion adds, before you move anything. How we handle converting to a Roth IRA.
Retiring to another state
For retirees leaving a high-tax state: we compare states on your income, pin down and document the date the move counts for tax, and time big income around it. How we handle retiring to another state.
Moving into or out of California
For people moving into or out of California for work: we find the residency date, split pay by workdays, and prepare each state’s move-year return. How we handle moving into or out of California.
Renting out your old home
For people who moved out and kept the old home as a rental: we set up the depreciation, sort repairs from improvements, and prepare the return each year. How we handle renting out your old home.
How it works
What happens after the free call?
You sign the engagement letter we send during the call, upload documents through the secure portal, and we plan before the event and prepare the return after it.
The free 30-minute call
We talk through the event and where it stands, and the call ends with what we’d take on.
The engagement letter
It goes out during the call with the price in it, and you sign when you’re ready.
Your documents
Everything comes through the secure portal, and we send a short checklist so nothing is missed.
The planning review, then the return
We do the planning review before the event where there’s still time, and prepare the return after it. Half the return fee starts the work.
You see the return before it’s filed
Nothing goes out until you’ve signed off.
Pricing
What does life event tax planning cost in 2026?
The first review is $0, individual returns start at $350, self-employed returns from $650, and business returns from $850 with the owner’s personal return included. Any planning after the free review, and each return, is a flat fee quoted in writing before we start.
The quote is the price.
For what each return covers at those prices, see how we price and prepare tax returns.
Communication
You’ll know where the planning and the return stand.
The person who answers the phone is on the same team that does the planning and prepares your return.
The same-day rule
Call or email during business hours and you’ll hear back the same day — all twelve months.
Several events at once
Bring every event to the free call. When two land in the same year, such as a move and a home sale, we plan them together.
Admitted to practice before the IRS
Our team of IRS representation specialists is admitted to practice before the IRS. If an IRS letter shows up about the event or the return, forward it: how we handle IRS letters.
The N&T Tax & Advisory Group team
One team handles the planning, the return and any IRS letter that follows. We’re reachable all year.
Tax planning · Tax preparation · IRS representation · Direct line: (661) 554-4495
Reviews
Rated 5.0 on Google
★★★★★ Twelve reviews, every one five stars, every one verifiable. Read all of them on Google →
"Alex helped me resolve a complicated tax situation that had been causing me a lot of stress. He was extremely knowledgeable, responsive, and efficient throughout the entire process."
Kevin B. — via Google
"Working with Alex was straightforward. I hadn't looked at my books all year, but he made my life easy and handled the whole profit and loss at the end of the year so I could get my taxes done."
Levon B. — via Google
"I came to this company with previous tax years and bookkeeping that were done incorrectly. They're very knowledgeable about what they do and help me get everything in order at a very reasonable price."
Sayra A. — via Google
Where we work
Do you work with people outside California?
Yes, we take life-event work from anywhere in the US by phone or video, based in Santa Clarita. If you live in another state, we prepare that state’s return too and price it into your quote.
FAQ
Life event tax questions
When should I talk to a tax preparer about a big life event?
Before the event, where you can: planning can only change what hasn’t happened yet. If the event has already happened, the planning window is mostly closed, but the return that reports it still has to be right. Either way, the first call is free.
What does a life event tax review cost?
Nothing for the first review. Returns start at $350 for individuals, $650 if you’re self-employed and $850 for a business with the owner’s personal return included.
Do you work with people outside California?
Yes. We work remotely by phone or video with people in any state. If you live in another state, we prepare that state’s return too and price it into your quote.
What if my event isn’t on this list?
Tell us on the free call. We’ll say plainly whether it’s work we take on, and if it is, what we’d handle and what it costs.
Have a big change coming?
One free 30-minute call. You’ll know whether it’s work we take on and the price, whether or not you hire us.
Rather talk now? Call (661) 554-4495.
Our team of IRS representation specialists is admitted to practice before the IRS. This page is general information, not tax advice for your specific situation.