Finally, taxes handled by
someone who explains everything.
Tax preparation and planning for individuals and small businesses.Whether you need a single return done right or year-round guidance, we explain your options in plain language, keep you informed at every step, and help you keep more of what you earn.
Authorized & Certified By
IRS Authorized
Gia Nguyen
Enrolled Agent
If tax season feels like a black box, you're not the only one.
You are doing well. Maybe you have RSUs or stock options, a side business, a rental, or a household with a lot moving at once. Every spring you hand over a pile of documents and hope someone got it right.
You should not have to hope. You deserve to understand what is happening with your money before you sign, not after.
We are built for a specific kind of client.
A great fit
You're likely a great fit if you:
- Want your return done accurately and explained clearly, with no surprises
- Earn a strong W-2 income, possibly with RSUs, stock options, or multi-state situations
- Run a service business, consultancy, LLC, or solo S-Corp
- Have a growing family and want a plan, not just a filing
- Value clear communication and getting it right
Not a fit
We're probably not the right fit if you:
- Are shopping on price alone, with no regard for accuracy or support
- Need a return filed overnight with no conversation
- Need everything done in person or on paper
If that second list is you, that is completely okay, and we're happy to point you toward a better-fit option. Everyone else, whether you want a single return done right or a long-term planning partner, is exactly who we love to work with.
Working with us is simple.
Once we've had a quick intro call and confirmed we're a good fit,
here is the whole process:
Share your details
Complete a short intake and upload last year's return. We'll review it and send your final quote before any work begins, so the price is clear before we start.
We prepare
We handle your return and look for every opportunity to lower what you owe.
You review
You get a personal walkthrough video that explains your return in plain language, so it actually makes sense before anything is filed.
We e-file
Once you approve, we file electronically and you're done.
Choosing tax prep plus planning? We'll also schedule your two strategy sessions for during the year.
Ready to begin?
Two easy ways to start, depending on where you are.
New to WinStone?
Let's start with a quick, free intro call so we can make sure we're the right fit for each other. No pressure, no jargon.
Book Your Intro CallAlready chatted with us, or ready to dive in?
Create your secure portal account and upload last year's return to get started. We'll confirm your final quote before any work begins.
Create Your Portal AccountAlready have an account? Log inNot sure which one is you? Start with the intro call and we'll point you the right way.
Everything your situation needs,
nothing it doesn't.
Tax preparation, done carefully
W-2, equity compensation, multi-state, self-employed, and family returns, prepared accurately and explained clearly.
Proactive tax planning
We look ahead so April holds no surprises, and so you pay less over your lifetime, not just this year.
Business and S-Corp advisory
Set up and run your entity the right way, keep more of what you earn, and stay fully compliant.
Equity and multi-state
RSUs, stock options, residency, and multi-state rules, handled by someone who does this every week.
IRS representation
If the IRS comes calling, you do not face them alone. As an Enrolled Agent, Gia is authorized to represent you directly.
Start with a single return done right, or add ongoing planning. Both are welcome, and you can move from one to the other whenever you're ready.
Our Promise To You
- We listen before we advise.
- We explain before you sign.
- We keep you informed, every step.
- Clarity, not confusion.
- We protect your interests.
Trusted by professionals, families,
and business owners.
Gia was incredibly helpful with my multi-state tax situation. Her deep knowledge of residency rules and remote work implications saved me significant time and potential headaches. The boutique approach is exactly what I needed.
Gabriella Metzel
Multi-State Professional
Transitioning to an S-Corp was daunting until I met Gia. She provided a clear roadmap for entity structuring and reasonable compensation. Her advisory has been instrumental in my business growth.
Hien Tran
Business Owner
Gia explains complex passive activity rules and depreciation strategies with ease. I trust her completely with my rental portfolio. She understands the long-term vision of wealth building.
Phung Le
Real Estate Investor
Gia Nguyen
Hi, I'm Gia.
I started WinStone because I watched too many smart, hardworking people feel anxious and in the dark about their own taxes. That never sat right with me.
I'm an Enrolled Agent, which means I'm licensed by the IRS and authorized to represent you before them. But the credential is not the point. The point is that you finally have someone who will sit with you, explain things in language that makes sense, and help you make confident decisions all year long.
Communication is the part I refuse to cut corners on. You will never be left wondering where your return stands or what a letter from the IRS means. I keep you in the loop, in plain language, all year.
I work in both English and Vietnamese, and I keep my practice small on purpose, so every client gets real attention.
Honest, scope-based pricing.
Two simple ways to work together, so you can choose the level of support you want. Final pricing depends on the complexity of your situation, and you will always have a clear quote before any work begins.
Clear quotes up front
You will always know the price before any work begins.
Priced to the value
Many clients save more than they spend with us.
Grow at your pace
Start with a return and add planning whenever you're ready.
Tax Preparation
Starting at $450
Your return prepared accurately, e-filed, and explained with a personal walkthrough video.
Tax Prep + Planning
Starting at $750
Everything in Tax Preparation, plus two planning sessions during the year to help you plan ahead and lower what you owe.
More complex business or advisory situations are quoted by scope. We'll confirm your final price before any work begins.
We are currently selective with new clients to protect the quality of service for everyone we work with.
The questions clients ask most.
Everything worth knowing before we begin.
Four simple steps. You complete a short intake and upload last year's return. We prepare everything. You review it with a personal walkthrough video. We e-file once you approve. Before any of that, a free intro call makes sure we're the right fit.
Yes. These are our specialties. Equity compensation, multi-state returns, S-Corp setup and management, rental property, and new business owners are exactly who we serve best.
Yes. Gia works fluently in both English and Vietnamese. Just let us know your preference when you reach out.
Pricing is scope-based and simple. Tax preparation starts at $450, and tax prep plus two planning sessions starts at $750. Final pricing depends on the complexity of your situation, and you will always have a clear quote before any work begins. No surprises.
Everything is handled online and on your schedule: secure document upload, a personal video walkthrough, and a call or email whenever you want to talk. You can work with us from wherever you are, and you will never struggle to reach us.
Clear communication is something we take seriously, and it is a big part of why clients stay with us. You get plain-language updates as your return moves along, a video walkthrough before anything is filed, and quick answers whenever you reach out. We reply within one business day, Monday to Friday.
Earlier is always better. We begin confirming returning clients and new engagements in October and November, so reaching out before the season rush means more time for planning and a smoother filing.
Ready for taxes that finally make sense?
Book a short intro call. We will learn your situation, tell you honestly whether we are the right fit, and show you exactly what working together would look like. No pressure, no jargon.