For individuals and families
Individual Tax Preparation
Your federal and state returns prepared by a preparer who reads your documents, asks the questions that matter, and reviews the result before it is filed.
What this covers
We prepare individual returns across a wide range of situations: employment income, self-employment and gig work, rental property, investment activity, retirement distributions, education costs, and household changes such as marriage, a new child or a move between states.
Preparation starts with a document checklist built for your circumstances rather than a generic list. Once your documents are in, a preparer builds the return, raises anything ambiguous with you directly, and a second preparer reviews it before you are asked to sign.
If your situation reaches back into earlier years, or a filed return needs correcting, we can handle those alongside the current year rather than sending you elsewhere.
Returns involving multiple states, foreign income or significant investment activity take longer to prepare. We will tell you at intake if your return falls into that group.
Usually a good fit if
- You are filing a personal federal return, with or without state returns
- You have self-employment, contract or gig income to report
- You own rental property or have investment activity to reconcile
- You moved between states or worked in more than one state during the year
- Your household changed — marriage, a child, a dependent, a separation
What to gather
Your kitchen-table checklist.
A starting point — your case checklist is built for your situation.
- 01Photo identification for you and your spouse, if filing jointly
- 02Last year's return, if you have a copy
- 03Income statements: W-2s, 1099-NEC/MISC/INT/DIV, K-1s, SSA-1099
- 04Health coverage forms such as 1095-A, if applicable
- 05Records of deductible expenses, tuition, childcare or retirement contributions
- 06Bank details for direct deposit of any refund
The process
How this engagement runs.
- 1
Intake and checklist
We confirm the years and states in scope and issue a checklist specific to your situation.
- 2
Preparation and review
A preparer builds the return; a second preparer reviews it and resolves open questions with you.
- 3
Sign, file, track
You sign electronically, we transmit the return, and you follow acceptance and refund status in your portal.
Also available
Other ways we can help.
Business Tax Services
Returns and year-round support for sole proprietors, partnerships, S corporations and corporations.
Prior-Year Returns
Unfiled years reconstructed from transcripts and brought back into compliance.
Tax Amendments
Corrections to returns already filed, including returns prepared elsewhere.
Ready to get your return moving?
Tell us about your situation and we will confirm what needs to be filed and what to gather first.