Tax Planning
and Preparation
Tax compliance is more than just meeting deadlines; it’s understanding how tax rules interact with your everyday decisions. The Fintuition difference? Michaele’s deep understanding of the complexities of tax rules forged over two decades as a tax practitioner. From individual and business returns to trusts and estates, we are experienced in every form of tax preparation and compliance. Whether you’re managing a small business, planning for life transitions, or navigating high-net-worth or cross-border complexities, we make sure your tax strategy supports your bigger financial picture. Michaele’s educational experience informs our philosophy that compliance and understanding are both important, so you will never leave a meeting feeling like you signed a tax return you didn’t understand.
Fintuition Tax Services
“I have a tax question…”
Michaele prepared her first tax return in the 1900s…and with over 25 years of tax experience, she has seen and heard it all. At Fintuition Advising, she brings clarity and confidence to your tax planning and preparation experience, from individual filings to complex international compliance.
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Individual Tax Returns (Form 1040) - Federal and multistate filings (all states prepared)
High-Net-Worth Individuals - Advanced strategies to optimize investments, charitable giving, and wealth transfer
Life Transitions - Tax planning for major milestones such as marriage, divorce, a new job, retirement, inheritance, or relocation to another state or country
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S-Corporation, C-Corporation, and Partnership Tax Returns - Full-service support including multistate compliance
Entity Formation & Advisory - Guidance on structure selection, setup, and long-term tax efficiency
Small Business Strategy - Tax and business consulting for all entrepreneurs, with a specialty in women-owned businesses and real estate investors
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Trust & Estate - Preparation and compliance for fiduciary filings at both federal and state levels
Gift Tax - Planning and filing for lifetime gifting and inheritance transitions
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Expat & Nonresident Filings - Compliance and tax optimization for U.S. citizens and nonresidents
Foreign Assets & Reporting - FBAR, Form 5471, and Form 3520 filings for foreign ownership, trusts, or inheritances
Entities with Foreign Partners - Compliance for international ownership structures and cross-border income
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Multistate Tax Planning - Coordinated filing and strategy for individuals or businesses operating across multiple jurisdictions
Quarterly Estimates & Year-Round Support - Proactive planning to reduce surprises at year-end
Stock & Equity Compensation - Reporting and planning for restricted stock and stock options
Offer in Compromise & Prior-Year Returns - Support for resolving tax debt or past filing issues
Tax Education & Policy Updates - Stay ahead of changing legislation through personalized guidance
A Personalized, 1:1 Approach
Tax laws are complex, and Michaele stays on top of every update to keep you both compliant and tax-efficient. She reviews your situation from multiple angles to ensure you get the best tax outcome while staying in compliance with IRS rules and regulations. You can trust that your filings will be accurate, optimized, and fully aligned with current standards.
A Collaborative Process to Solve Your Tax Puzzle
At Fintuition Advising, tax preparation isn’t just about filing forms; it’s about building confidence in your financial picture. Led by Michaele Morrow Esdale, PhD, CPA, CFT, our tax services go beyond compliance. Michaele partners directly with every client, guiding you through an authentic, one-on-one process designed to uncover opportunities and address complexities.
Questions you may ask yourself…
Turning Tax Complexity Into Client Confidence
When it comes to tax strategy, there are few professionals with the depth, range, and insight of Michaele Morrow Esdale, PhD, CPA, CFT. A Certified Public Accountant and nationally recognized expert in tax accounting, Michaele has spent 25 years developing a deep knowledge of taxation and business.
With a Ph.D. in Tax Accounting and nearly two decades spent as a professor of taxation, Michaele has taught and mentored hundreds of CPAs, entrepreneurs, and executives. Her research in behavioral tax policy has been nationally ranked and published in leading academic journals, shaping how practitioners and policymakers alike understand taxpayer behavior.
Her career in public accounting began with working with firms as both an auditor and tax advisor, where she developed the blend of curiosity, precision, and analytical rigor that defines her compliance approach. Over the years, she has trained professionals at KPMG and PwC, led an executive MBA program, and directed university career initiatives — experiences that uniquely position her to blend technical expertise with strategic business insight.
As the founder of Fintuition Advising, Michaele has built a trusted advisory practice serving more than 100 clients. Her portfolio includes individuals, business entities, multistate filings, international taxpayers, and estate & trust compliance. She’s also passionate about equitable access to financial services; during her time as a professor, she founded and ran a free tax preparation clinic for low-income taxpayers and international students.
Today, Michaele stands out not only for her deep knowledge and passion for tax law, but for her ability to translate complexity into clarity. Whether she’s advising on issues specific to high net worth individuals, employee stock & stock option sales, a business expansion, or cross-border compliance, her clients know they’re guided by one of the most accomplished and empathetic minds in the field.
Ready to listen…
Everyone deserves to feel certainty when signing their tax returns, and Fintuition Advising is committed to helping you make that a reality.
