Newly Married With Different Tax Situations

My partner and I got married and had our first child in 2023. Now it’s time to figure out how to approach our taxes. He has always filed his own (very straightforward) taxes. I have a more complex situation because of interests in a few out-of-state family LLCs, and some other quirks. I am looking for recommendations for local tax advisors and/or preparers who can take a look at our taxes as a whole and advise on joint vs separate, who have experience with multi state filing, LLCs, and trusts. 

Thank you!

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I definitely recommend Nini Yang (408-464-7563). She’s an EA (and has her series licenses) so can do taxes across state lines. I’ve used her for years and now have her help me with rental property in North Carolina.