Tax & Accounting Services
Personal Tax Preparation
Individual and family returns prepared accurately, reviewed with you before filing, and backed by a team you can still reach in July.
- W-2 & Self-Employed
- Multi-State Filing
- Prior-Year Returns
Your return, prepared by someone who read it
A personal tax return looks simple until your life stops being simple. You picked up 1099 work on the side. You moved states in June. A child started college, a parent moved in, a rental property came into the picture, or you cashed out an investment and are not sure what it did to your bill. Any one of those turns a fifteen-minute filing into something that deserves real attention.
We prepare individual and family returns for clients in every one of those situations. That means gathering the right documents rather than every document, applying the credits and deductions you actually qualify for, and catching the mismatches (a missing form, an incorrect basis, a state you owe in and did not realize) before the IRS catches them for you.
Before anything is filed, we walk you through the return: what you owe or are getting back, where the number came from, and what you could do differently next year. If a notice shows up months later, you call us and we handle it. The whole practice runs online, so where you live has no bearing on whether we can help.
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Free consultation, no obligation
Tell us what is going on and we will tell you what it involves honestly, including when the answer is that you do not need us.
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What we handle
Individual filing situations we take on regularly, from the routine to the genuinely complicated.
- W-2 employees and household filers
- Self-employed, 1099 contractors, and gig workers
- Multi-state and part-year resident returns
- Dependents, education credits, and family tax credits
- Prior-year returns and amended filings
- Itemized deductions and Schedule A review
- Rental property and investment income reporting
- Estimated tax payments for people with untaxed income
Not sure which service you need?
Talk to our team, it's a free consultation, and there's no pressure to commit.
The Process
Three steps to a filed return
No office visit required, because there is no office visit. Everything is handled online.
- 01
Share Your Documents
We send you a short, specific checklist based on your situation. Upload securely from anywhere, on a phone or a desktop, whenever suits you.
- 02
We Prepare & Review
Your return is prepared and checked against the documents on file. We flag anything that looks off and ask before we assume.
- 03
Walkthrough & E-File
We explain the outcome in plain language, answer your questions, then e-file once you approve, and keep a copy on hand for the year ahead.
FAQ
Frequently Asked Questions
Questions we hear often about personal tax preparation. If yours is not here, ask us directly, the consultation is free.
For most people: photo ID, Social Security numbers for everyone on the return, all W-2s and 1099s, last year’s return if you have it, and records for anything you plan to deduct. Your situation may add to that list. After our first conversation we send you a checklist built around your circumstances rather than a generic one.
Yes. Prior-year returns and amendments are routine work for us. If you are missing paperwork from an earlier year, we can often pull IRS transcripts to reconstruct what was reported and file from there.
Yes, we prepare and file returns for clients nationwide. Documents are shared securely online and we review everything with you by phone or video. Living in another state changes nothing about how the process works.
Not at all, and it is one of the most common situations we see. The 1099 side brings self-employment tax and deductible business expenses into the picture, so we make sure the expenses are captured properly and check whether estimated payments make sense for you going forward.
Turnaround depends on how complete the file is and where we are in the season. A straightforward return with everything in hand moves quickly; one waiting on a missing form waits on that form. We tell you what is outstanding rather than leaving you guessing.
Send it to us. Most notices are routine (a matching issue, a math adjustment, a request for a document), and we respond on your behalf. If it turns out to be something larger, our tax resolution service picks it up from there.
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Let's start with a conversation
A free consultation costs you nothing and usually shortens the list of things you are worried about.