Individuals
Tax planning and execution for complex personal needs
Stable Rock supports individuals and families with proactive tax planning and reliable filing support—especially when income, investments, entities, or life events add complexity. We combine technical depth with practical execution so planning and compliance stay coordinated throughout the year.
Individual Core Tax Services
TAX COMPLIANCE AND STRATEGY
Plan for future tax obligations to meet your unique financial goals, or ensure your filings are accurate and timely.
TRUSTS, ESTATES, AND GIFT TAX PLANNING
Secure your family’s financial future by creating customized strategies that ensure your family legacy is protected.
TAX PLANNING AND PROJECTIONS
Take control of your financial future by forecasting your tax liabilities and identifying opportunities for savings.
SELF-EMPLOYED AND FREELANCER TAX SUPPORT
Maximize deductions and credits while staying compliant with quarterly filings, guidance tailored to the specific needs of being self-employed.
NEXUS ANALYSIS AND COMPLIANCE
Understand where and how your income and activities are taxed by state and local entities ensuring full compliance with state and local tax laws.
IRS AND STATE AUDIT REPRESENTATION
Navigate the IRS or state tax audit process with expert guidance every step of the way.
Frequently Asked Questions
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Can you support both my business taxes and my personal return?
Yes. Many founders and investment professionals work with us across both their business entities and their personal return — so tax planning stays aligned across K-1s, compensation, distributions, and year-end decisions.
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Do you offer year-round tax planning or only tax preparation?
Both. Some clients engage us for filing only, while others work with us throughout the year for planning, projections, and estimated payments.
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Can you help with K-1 income and equity compensation?
Yes. We support planning and filing for K-1s and equity-related tax considerations, including options, RSUs, and other ownership scenarios.
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Do you support trusts, estates, and gifting?
Yes. We support trust and estate tax filings and help coordinate planning around gifting and wealth transfer needs.
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Can you represent me in an IRS or state exam, notice, or audit?
Yes. We support notice response and representation through the process, including documentation and communication.