For complicated returns.
Equity compensation and stock options, multiple entities, real estate, trusts, income arriving from several directions at once. These are the returns where the decisions matter more than the paperwork, and a mistake is expensive. That is the work William D. Briggs does best, and the kind of client the practice is built for.
Individual & business tax
Preparation and year‑round planning for complex personal and closely‑held returns. Bill Briggs enters every figure from your original documents himself, so nobody is guessing.
Estates & trusts
Considered work for families thinking past a single tax year and past a single generation.
Executives & equity compensation
RSUs, options, deferred compensation and the timing decisions around them, before they are exercised, not after.
Strategic & start‑up advisory
Counsel for owners at the decisions that shape what the return will eventually say, including family business and continuity planning: succession, ownership and what happens to the business if something happens to you.
The judgment behind the work.
Earlier in his career Bill Briggs did forensic accounting work, and that way of looking never left him. He reads a return the way an owner reads his own business. He can see where the real value is, and where the trouble likes to hide. It is the kind of instinct that only comes with years, and it is what his clients are really paying for when they call.
