Your wealth, fully managed for lawyers
A flat-fee CPA and financial planner team that gives you personalized, holistic advice across your taxes and financial plan. We plan your bonus, partner draws and K-1 income, set your estimated payments, and file your returns.
What we handle for lawyers
From a W-2 associate to a partner paid through a K-1. This is the work we do at each stage.
- 01
Bonus withholding
Employers can withhold a flat 22% on a bonus, while your top rate may be 35% or 37%. We size the gap and close it with withholding or an estimated payment before April.
- 02
Draws versus taxable income
Partnership income is taxed when it is allocated to you, not when it is distributed. We plan from your K-1 income, not from the deposits.
- 03
Estimated payments
Once you are a partner, nobody withholds for you. Your CPA sets quarterly payments due April 15, June 15, September 15 and January 15, against the 110% safe harbor if your AGI topped $150,000.
- 04
A late K-1
Partnership K-1s are due March 15, and some arrive later. Your CPA plans the extension and the payment that goes with it, since an extension moves the filing date but not the tax.
- 05
Capital contributions
Buying into a partnership can require cash up front or through withheld distributions. We plan it alongside your reserves and other goals.
- 06
Retirement saving
We fill the accounts available to you, add a backdoor Roth above the Roth income limit, and plan around the firm’s own retirement plan. Your CPA projects salary, bonus and K-1 income in one tax plan, and your financial planner plans spending from the cash you actually receive.
How Nino helps lawyers
Billable hours leave little room for your own finances. On an Advisor plan your CPA and financial planner plan around your compensation, file the returns, and meet with you each quarter, and Nino’s AI software keeps the picture current between meetings.
Book a free consultation-
A plan in your first two weeks
Your CPA and financial planner build your tax and financial plan around salary, bonus or partnership income, and your household goals, then revisit it every quarter.
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Returns that wait for the K-1
Your CPA prepares and files your federal and state returns, including partnership income, and files nothing until you approve it.
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Your numbers on demand
Ask Nino’s AI how a bonus, a draw or a capital call changes your cash and taxes, using your own connected accounts. Connections are read-only.
What changes when you make partner?
Four things that work differently the year you stop being an employee.
Nobody withholds
As a partner you pay income tax and self-employment tax through quarterly estimates. To avoid a penalty, pay 90% of this year’s tax or 100% of last year’s, or 110% if last year’s AGI topped $150,000.
Cash can trail income
Capital commitments and distributions held back by the firm can leave you taxed on income you have not received. Keep a reserve sized to the tax, not the cash.
More than one state
If your income is taxed in more than one state, your CPA splits it so the same dollar is not taxed twice. Plus includes multi-state filing.
Investment income on top
The 3.8% net investment income tax applies above $200,000 of modified AGI, or $250,000 joint. Planning sales and gifts around it matters once partnership income is high.
Pick your plan
Every Advisor plan includes a CPA and financial planner team, federal and state tax filing, and our Ultra software.
Essential
- Everything in Ultra software, plus:
- A dedicated CPA and Financial Planner team for you
- Single-filer return, quarterly taxes included
- Retirement & equity planning
- Quarterly advisor access
- Rentals
- 0
- K-1s
- 0
- States
- 1
- Brokerage
- 3
Plus
Most Popular- Everything in Essential, plus:
- A dedicated CPA and Financial Planner team for you and your spouse
- Married filing jointly return, international coverage included
- One coordinated plan for both of you
- Quarterly and ad hoc advisor access
- Rentals
- 2
- K-1s
- 5
- States
- 3
- Brokerage
- 5
Premier
- Everything in Plus, plus:
- Business bookkeeping and tax filings, priced by complexity
- Joint or single return, complex international coverage
- Advanced equity & estate planning
- Priority advisor access
- Rentals
- 5
- K-1s
- 10
- States
- 5
- Brokerage
- 10
Software plans starting from $20 a month
Our AI financial assistant on its own, with a 7-day free trial.
Guides for lawyers
Read up on these decisions, or run your own numbers.
Tax Strategies for High-Income W-2 Employees
A W-2 earner can't deduct against wages. The tax levers are payroll forms: the W-4, 401(k) and mega backdoor elections, HSA and FSA picks, equity, and deferred comp.
Read guideTax and Financial Deadlines for 2026 and Early 2027
Every date from October 2026 to April 2027: estimated taxes, December 31 moves, tax forms, IRA and HSA deadlines, and the life-event clocks that run on their own.
Read guideBackdoor Roth IRA for High Income
A backdoor Roth stays open at any income. What decides the tax bill is the order of the two steps, the month they happen in, and what else sits in your IRAs.
Read guideWhat Is the Net Investment Income Tax (NIIT)?
NIIT is a 3.8% tax on certain investment income above income thresholds. See who pays, what counts, and how to calculate it.
Read guideBonus Tax Calculator
Compare the 22% federal withholding on a bonus with the tax it actually adds at your brackets, and what you may owe in April.
Open calculatorState Income Tax Calculators
Estimate take-home pay after federal, FICA, and state income tax, for all 50 states.
Open calculator