Individual

Individual tax returns.

Federal and state returns for individuals and families. The same preparer year over year, so you are not re-explaining your life every April.

What we prepare

—Federal Form 1040 and associated schedules
—State returns for your resident state and any other state you owed to
—Schedule C for freelance or contract income
—Schedule E for rental property income
—Schedule D for investment gains and losses
—Amended returns when a prior year needs revisiting

What the process looks like

—You send documents through the portal or bring them in
—We prepare the return and a second preparer reviews it
—We walk you through the numbers and answer questions
—You e-sign the authorization; we electronically file
—You get a full PDF copy in your portal for your records

Who it is a good fit for

—W-2 households and dual-earner families
—Homeowners with mortgage and property tax deductions
—Retirees with Social Security and retirement account income
—People with investment accounts and 1099 forms
—Small landlords with one or two rental properties
—Contractors and sole proprietors who file on Schedule C

Not sure what you need to bring?

Answer seven short questions and we will build the list for you.

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