What we offer

Tax filing built for the complex needs of founders

Your tax situation is complex: equity, trusts, K-1s, estimated payments, and a personal return that needs to stay in sync with everything Promissory is managing. Our tax filing add-on keeps it all coordinated by people who actually understand how founders are taxed.
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Why it’s different

Your CPA doesn’t know what they don’t know

Most CPAs can handle a W-2 and some investments. But founder tax situations involve a set of overlapping complexities that most preparers rarely encounter.
The complexities most preparers miss:
Trust coordination
Your QSBS trusts file their own returns (Form 1041). The trust’s activity flows through to your personal return. If your personal tax filing isn’t coordinated with your trust filings, you’re creating risk.
Equity and K-1s
Between trust K-1s, partnership K-1s from prior investments, and your own equity compensation, the schedule can get complicated fast. Most preparers aren’t equipped to handle all of it correctly.
Estimated quarterly taxes
Pre-liquidity founders often have income that’s hard to predict—equity compensation, consulting income, investment gains, K-1 distributions. Underpaying quarterly estimates triggers penalties. Overpaying is just money out of your pocket unnecessarily.
The exit year
When you do exit, the personal tax implications are significant and closely tied to how your trusts were structured. You want a tax team that’s already familiar with your situation — not one catching up at the worst possible moment.
Better together

Your trusts and your personal taxes need to talk to each other.

The whole point of QSBS trusts is that your exit proceeds flow through the trust, tax-free, while your personal return reflects the trust’s activity accurately. That coordination doesn’t happen automatically.
When your personal tax filing is handled by the same team managing your trusts, nothing falls through the cracks.
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Trust K-1s handled correctly
Trust K-1s are accounted for on your personal return by the same team that prepared them—no translation errors, no missing items at year end.
Quarterly estimates that reflect reality
Estimated payments are calculated with full visibility into your trust activity, equity, and income. You’re always paying the right amount, never guessing.
No year-end reconciliation between firms
You’re not reconciling discrepancies between two separate firms in April. One team holds the full picture—trusts, personal return, and everything in between.
Exit-year continuity
When your exit happens, your tax team already knows your trust structure inside out. No onboarding at the worst possible moment—just execution.
Trust returns already handled
Your trust tax returns (Form 1041) are included in your Promissory trust setup and annual fee. This add-on covers your personal return (Form 1040) and the planning that goes with it.
Trusted clients only
This add-on is available exclusively to Promissory trust clients. With all of the trust context, we provide the coordination that tax preparers can’t.
Simple pricing

Flat-fee filing, done for you.

Our personal tax filing for founders has everything you need to file accurately and stay ahead of the IRS. One flat fee, no surprises. Available as an add-on for Promissory trust clients.
For Android Users
Personal Tax Filing
$2,500
per year
Includes
  • Federal 1040
  • Up to two K-1s
  • Up to two state returns
  • Estimated quarterly tax payments
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FAQs

Common questions about personal tax filings

Is this available to people who didn’t set up trusts with Promissory?

No. Our tax filing service is designed specifically for Promissory trust clients. The value is in the coordination between your trust structure and your personal return. That context only exists if we’re managing your trusts.

Does this cover my trust tax returns?

Your trust tax returns (Form 1041) are included in your Promissory trust setup and annual fee, not part of this add-on. This covers your personal return (Form 1040) and the planning that goes with it.

What if I have more than two K-1s or more than two state returns?

This covers up to two of each. If your situation is more complex—more states, more K-1s, or other complicating factors—we’ll discuss your situation before you enroll.

When should I add this on?

You can add tax filing at any point after setting up your trusts. Most clients add it when they’re approaching a new tax year or after their first trust filing.

What are estimated quarterly payments and why do I need them?

If you expect to owe more than $1,000 in federal taxes for the year and your withholding doesn’t cover it, the IRS expects you to pay quarterly. Founders who miss these payments face penalties. Our personal tax filing service offers guidance on what to pay and when.

What does the dedicated advisor actually do?

Your advisor is available year-round to help you think through financial decisions, not just taxes. That includes how equity compensation affects your tax picture, how to think about liquidity planning before and after your exit, and coordination with your trust strategy. They’re a resource, not just someone who shows up in April.

Protect your equity. Maximize your outcome.

The decisions you make now determine what you keep.
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© 2026 Promise financial, Inc.
Promissory is not a law firm and does not offer legal, tax, or financial advice. All information provided is general in nature and is intended for informational purposes only. For advice specific to your situation, please consult a qualified attorney.