You earn well. You pay accordingly. The problem isn't your income — it's that you're either overpaying your taxes or wasting your own time on a return that deserves real attention. We handle everything. You approve and sign.
Your entire tax season
W-2 from a hospital or practice, often with 1099 income, equity, retirement plan questions, and a return that TurboTax cannot handle.
$250K – $1M+K-1 income from the partnership, deferred compensation, complex compensation structures, and often multiple states in play.
$300K – $2M+RSUs, ISOs, NQSOs, carried interest, large capital gains — every one has planning opportunities that only surface if someone is actively looking.
$200K – $5M+High W-2, equity comp vesting events, possible side income, and a stack of brokerage forms best handled by someone who does this every day.
$180K – $800KTwo high earners. Two W-2s. Maybe rental property. Possibly a side business. Retirement accounts on both sides. Never simple — always manageable.
$300K – $1M+ HHIRental income, passive loss questions, depreciation strategy, 1031 exchange coordination — all handled alongside your W-2 return.
Any W-2 + Real EstateThey file what happened last year. They don't contact you in October to discuss what you can still do before December 31st — which is when most savings actually happen.
RSU vesting, ISO exercises, ESPP sales — each has a right way and a wrong way. The wrong way means paying tax twice on the same income, or triggering AMT unnecessarily.
Online filing is fine for simple returns. Once you have investment income, equity events, multiple states, or real estate — a questionnaire cannot replace professional judgment.
Investment basis corrections, retirement contribution timing, charitable giving structure, deferred compensation elections — these get missed because no one brought them up.
Your hourly rate — even just mentally — is worth more than what you're saving by doing this yourself. Delegating this is just good math.
Common savings for clients who come from another preparer or DIY software.
We designed this for people whose time is valuable. The most you'll spend is 30 minutes gathering documents. Everything after that is on us.
We send a checklist. You upload to our secure portal. Done.
~20 minA CPA — not a junior preparer, not software — reviews your return for every savings opportunity.
We handle thisPlain English. Key numbers, what we found, what to expect. You approve and e-sign.
~10 minWe e-file, handle any correspondence, and remain available if anything comes up after.
We handle thisPlanning opportunities that exist for every high earner — and disappear if nobody catches them before December 31st.
When RSUs vest, the income is on your W-2. When you sell, many preparers miss the basis adjustment — causing you to pay tax twice on the same income. Extremely common, very fixable.
High earners above the Roth income limit have options — backdoor Roth IRA, mega backdoor 401k, deferred compensation timing — that require coordination across your W-2 and benefits elections.
Long-term vs. short-term character, wash sale rules, gifting appreciated securities, opportunity zone elections — none of this happens automatically without someone watching your situation.
Donating cash when you hold appreciated stock costs you money. A donor-advised fund or a bunching strategy may double the tax benefit of what you're currently giving.
Remote workers, traveling executives, and anyone earning income across state lines often has state allocation errors in their return — sometimes overpaying, sometimes creating exposure.
Roth conversions, income deferral, loss harvesting, charitable gifts — most of the best moves must happen before December 31st. A preparer who calls you in February is too late for any of it.
You get a quoted price before we touch anything. It doesn't change. No hourly billing, no "it got complicated" conversation at the end.
Single or joint return, W-2 income, investment accounts, one or two states.
Equity comp, multi-state income, rental property, or investment complexity.
Annual return plus proactive planning. We're in your corner all year.
handled.tax is powered by Mitchell & Mitchell CPAs, LLC — a CPA-owned practice with over 40 years of experience working with business owners, investors, and high-income professionals. We work remotely with clients across the country. You get a real CPA, not a junior preparer or an algorithm.
"Your time is worth more than you're spending on your taxes. Let us spend ours on it instead."
Two minutes to reach out. We'll confirm your situation fits what we do, send a flat-fee quote, and get your intake started. No commitment until you approve the number.
HANDLED.TAX · POWERED BY MITCHELL & MITCHELL CPAs, LLC
No. Everything happens through our secure document portal, email, and video calls if needed. We work with clients across the country entirely remotely.
You get a licensed CPA reviewing your specific situation — not software walking you through questions. We look for planning opportunities, not just entries. And we're available if something comes up later.
If they're reaching out proactively before year-end, reviewing your equity comp carefully, and walking you through what they found — stay with them. If you got a finished return and a bill, a second opinion might be worth it.
Yes. That's precisely the profile we work with most. Multi-state income, equity compensation, and Schedule E rental returns are core competencies, not reluctant exceptions.
We quote you before we start. That number doesn't change regardless of how many follow-up questions we need to ask. No hourly billing. No surprise invoice at the end.
Anytime. We take clients year-round. For current-year returns, reaching out by late February gives us the best runway. We file extensions when needed and take on new clients through September.