Strategic tax preparation and planning for Texas residents, physicians, executives, and families. We maximize deductions, navigate multi-state returns, and keep you IRS-ready.
Your personal tax situation is unique — especially if you're a healthcare professional with multiple income streams, investments, or a side practice. We dig deeper to uncover deductions you might miss, from medical practice expenses to rental real estate and carried interest.
Ari Accounting provides year-round tax planning, not just April filing. We help you make smart decisions about estimated payments, retirement contributions, and major life events (marriage, home purchase, inheritance).
We provide personalized tax strategies for individuals and families.
W-2 income, 1099 contract work, practice partnerships, and student loan deduction optimization. We understand the unique tax landscape of medical professionals.
Stock options, RSUs, carried interest, and side business income. We coordinate with your corporate tax return for maximum benefit.
Dependents, child tax credits, retirement income, and Social Security optimization. We help you plan for college and estate transfers.
We prepare accurate, audit-ready individual returns with year-round support.
| Client profile | Key forms & issues | How we add value |
|---|---|---|
| Physician with 1099 income | Schedule C, QBI deduction, self-employment tax | Retirement plan selection (SEP/Solo 401k), business expense optimization |
| Executive with RSUs/options | Schedule D, AMT, ISO disposition | Timing strategies, AMT credit tracking, cost basis reporting |
| Real estate investor | Schedule E, depreciation, passive loss rules | Cost segregation studies, 1031 exchange planning, material participation analysis |
| Non-resident / multi-state | Part-year returns, state allocation | Multi-state filing, credit for taxes paid, domicile analysis |
| Retiree with pensions & Social Security | Social Security worksheet, RMDs, IRA distributions | Tax-efficient withdrawal sequencing, Medicare premium planning |
