Professionals with investments
Brokerage accounts, dividends/interest, and stock sales — organized and reported correctly. Complex situations (high transaction volume, multiple accounts, digital assets) are handled case-by-case.
Virtual • Secure • Methodical
We pair thoughtful tax preparation with a modern, fully virtual experience — designed for professionals, families, and small business owners who want more than a basic software filing.
Start with a short intake. We’ll confirm scope and provide a conditional starting price before any portal setup or document upload.
What you get with Ansa Tax
When your finances go beyond a simple W-2, you deserve a tax partner who understands the details — and explains them clearly.
Brokerage accounts, dividends/interest, and stock sales — organized and reported correctly. Complex situations (high transaction volume, multiple accounts, digital assets) are handled case-by-case.
Schedule C, 1099 income, business expenses, home office, and mileage — with clear guidance and clean documentation expectations.
Dependents, education credits, childcare, and common family situations — with careful, methodical review.
We use a repeatable workflow so you always know where things stand.
Complete a short intake (no documents). We review scope and respond with a conditional starting price before any portal setup or document upload.
If you choose to proceed, we invite you to a secure portal for the full questionnaire, document upload, and e-signatures. Please don’t email SSNs or tax documents.
We prepare your return, then share a clear summary and address questions before filing.
We e-file, store copies for your records, and remain available for questions throughout the year.
Start with a quick intake and we’ll follow up with next steps and a conditional starting price.
Prefer to ask a question first? Contact us.