Tax
Individual Tax Preparation
Accurate federal and state returns for individuals and families, prepared in professional tax software and filed electronically.
What's included
- Federal and state return preparation and e-filing
- Review of last year's return for missed deductions and credits
- Schedule C, E, and D (self-employment, rentals, investments)
- Estimated tax payment planning for next year
- Secure document upload and e-signature through our client portal
How it works
- Book a short intro call so we can understand your situation and quote a price up front.
- Get your secure portal invite. We'll send you a personalized checklist and a login to our secure client portal.
- Upload your documents to the portal. Never by email.
- We prepare your return and walk you through it before anything is filed.
- Sign electronically and we e-file. You'll get a copy of everything in your portal.
Already filed late or missed a year?
We prepare prior-year and amended returns too. Book a call and we'll put together a plan to get you current.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.