Individual Tax Services
Careful, personal preparation of your individual return, with planning that works all year. (Draft)
Book a ConsultationOverview
Your return, prepared like it matters — because it does.
W-2s, 1099s, investment income, and multi-state filings — prepared by a CPA who reviews every line, looks for every deduction, and files on time. (Draft — to be confirmed)
At a glance
- Form 1040 preparation
- W-2 & 1099 income
- Deductions optimized
- Refund estimate ready
What's included
Everything a careful return needs.
Form 1040 preparation & e-file
W-2, 1099 & investment income
Deduction & credit optimization
Multi-state filings
Quarterly estimate planning
IRS notice support
(Included items are draft — confirm final list with the firm.)
Who it's for
W-2 employees
Freelancers & 1099
Investors
Multi-state
Process
- 01Book — schedule your appointment
- 02We review — documents in, questions answered
- 03We file & advise — return filed, planning ahead
FAQ
Common questions.
Earlier is always better — appointments fill quickly from February on. (Draft — to be confirmed)
Yes — multi-state residency and income situations are handled routinely. (Draft — to be confirmed)