INDIVIDUAL TAX PREPARATION
Your life changes.
Your tax return should keep up.
Changed jobs, started a side business, bought a home or added to your family? We’ll help you get organized, prepare your return and make sense of the results.
DOES THIS SOUND LIKE YOU?
Tax help for your situation.
- You earn a paycheck and want help with your return.
- You work for yourself or earn money on the side.
- You have investment income to report.
- You rent out a property.
- You moved, changed jobs or had a change in your family.
You don’t need a certain income to work with us. We help with straightforward and more involved returns.
HOW WE CAN HELP
01
Start with your year
We’ll ask what changed at home, at work and in your income, listen to your questions and help you identify the records we need.
02
Prepare your federal and state returns
We’ll prepare the federal and state returns we’ve agreed to handle and review deductions and credits that may apply to your situation.
03
Talk through the results
We’ll explain your return, your refund or balance due, and answer your questions before you authorize filing.
WHAT YOU’LL RECEIVE
Understand your return and what comes next.
You’ll receive a copy of your completed returns, an explanation of your refund or balance due, and clear next steps for any payments or follow-up items.
GETTING STARTED
Start with what you have.
You don’t need every document before getting in touch. Tell us a little about your year, and we’ll help you work out what to gather.
If you’d like a head start, our detailed checklist is there when you need it.
- Prior-year federal and state returns
- W-2, 1099 and other income statements
- Records of estimated tax payments
- Information about dependents and major life changes
A FEW COMMON QUESTIONS
Before we get started.
How much does tax preparation cost?
The fee depends on your income sources, the forms involved and the state returns you need. We’ll explain what’s included and what it costs before we start.
What if I’m still missing documents?
You can still reach out. Tell us what you have and what you’re waiting for, and we’ll help you identify what’s needed to prepare your return. We’ll also explain how to share your documents securely.
Can we work together virtually?
Yes. Virtual appointments are available by arrangement. We’ll agree on a time to talk and explain how to share the information we need.
LET’S TALK