Dave Glaser

Yes — a payout or earn-out is exactly the kind of moment a 1:1 is built for. An advisor can walk through the tax impact, timing, and what to do with the proceeds. Book a 1:1 and mention it's a payo...

We know equity documents are a lot — we'll help. Upload yours and our team adds them to your account (usually within 3 business days). Download your equity documents from your plan administrato...

It depends which option you choose:Full Service CPA: yes. Zeiter Tax Services prepares your return, reviews the draft with you, and files it on your behalf once you approve. ($200 minimum)Addition ...

Sorry — let's get it sorted. Reach out to support with what you were doing, the error message (a screenshot helps), and the email on your account. For a rejected return, include the rejection code ...

Need more time? A federal extension moves your filing deadline to October 15. One catch: it does not extend the time to pay — estimate what you owe and pay it by April 15 to avoid penalties and int...

Most specific tax questions — filing status after marriage, dependents, credits — are best answered live. Book time with a tax expert through the Tax Portal. A few situations to know about:More tha...

Gather these before your first session or before you start filing. Most come from your employer, financial institution, or a government agency.Everyone:Personal info: name, SSN, date of birth, mari...

You're eligible if your employer offers Addition as a benefit and you activate it with your work email or employer code.Common questions:Left the company? If you leave your current company, you ret...

You have two ways to file through Addition, both covered by your employer benefit:Addition Assist — $0. A guided, self-serve digital filing experience with unlimited access to tax experts to answer...

Here's the full Addition Assist flow: Log in (or create your account) at app.additionwealth.com. Open the Tax Portal, verify your email, and select Addition Assist as your filing option. Schedule...