Tax preparation and planning for individuals and small businesses.
Personal and business returns, RSUs, multi-state income, and S-Corp planning, with a personal video walkthrough so you understand your return before you sign.
Scroll to exploreTax support for every stage of your year.
Filing your return is where we start. We also help you plan ahead and structure your business.
Tax Preparation
Individual and family returns, including W-2 income, RSUs, stock options, rental properties, and multi-state filings.
Tax Planning
Plan ahead for equity income, business changes, and major life events, with strategies to manage your tax bill.
Business & S-Corp Advisory
Tax returns and entity guidance for self-employed professionals, consultants, LLCs, and S-Corp owners.
Need help with an IRS notice? Our Enrolled Agent can represent you before the IRS.
Six steps, no surprises.
From a 5-minute intake to e-filing, here is what to expect.
Complete intake
Fill out our 5-minute intake form. Our team will reach out within one business day to confirm fit and next steps.
Upload docs
Use the guided organizer in your portal. If anything is missing, we message you there with the exact item needed.
Prepare taxes
We prepare your return with a focus on legally lowering what you owe. Every return is reviewed by Gia Nguyen, EA, before it reaches you.
Video review
Get a personal video walkthrough of your return. Clear, on your schedule, no live meeting required.
E-sign
Approve your return with a secure e-signature right in your portal.
File taxes
Gia e-files your federal and state returns after you sign, and you are notified when they are accepted.
Meet Gia Nguyen, EA
Gia Nguyen, EA
FounderWinStone Books & Tax
WinStone exists because too many people sign a tax return they do not understand. I built this firm to work the other way: you see the reasoning, you ask questions, and you sign with full understanding.
Before WinStone, I spent about 10 years working complex, high-cost insurance claims, where precision and documentation decide the outcome. I bring that same discipline to every return, and I personally review each one before it reaches you.
I am also an IRS Certifying Acceptance Agent (CAA), so I can help you, your spouse, or your dependents apply for or renew an ITIN.
- Enrolled Agent
- Certifying Acceptance Agent (CAA)
- IRS Authorized e-file Provider
- English & Tiếng Việt
Clear pricing for every situation.
Tax Preparation
Starting at $350
- Tax return preparation
- Personal video walkthrough
- E-filing after your approval
Tax Prep + Planning
Starting at $750
- Everything in Tax Preparation
- One planning session plus a tax projection
- Strategy to lower future taxes
Business & Advisory
By scope
- S-Corp and multi-entity returns
- IRS notices and past-year cleanup
- Bookkeeping cleanup
- Quote confirmed before work starts
Final pricing depends on complexity; business and advisory work is quoted by scope. We confirm your quote before work begins.
Questions, answered before you ask.
Ready to understand your taxes?
A free 15-minute call to discuss your situation and next steps.
Already spoken with us? Create your secure portal account.
We reply within one business day, Monday to Friday.