Individual Tax Preparation
Professional individual tax preparation, organized around your life.
Federal and applicable state returns for wage earners, families, retirees, investors, landlords, and self-employed taxpayers—with secure intake and professional review.
What we help with
A complete preparation path for common and complex 1040 situations.
- W-2 and 1099 income
- Dependents, filing status, and family changes
- Itemized deductions and tax credits
- Investment and retirement income
- Rental property and Schedule E activity
- Self-employment and Schedule C
- Estimated tax payments and prior-year carryovers
- Applicable state and local filing considerations
Client workflow
What happens next
- Complete intake. Tell us what changed and what income or activity applies.
- Receive your document plan. We organize the records needed for preparation.
- Upload securely. Send documents through the client center.
- Preparation and review. Your return moves through professional preparation and quality review.
- Approve next steps. Review the final return and filing instructions.
Common documents
Start with the records that apply to you.
Your final checklist is based on your intake. These are common examples, not a universal list.
Income
W-2s & 1099s
Employment, interest, dividends, retirement, and other income forms.
Investments
Brokerage Records
Consolidated 1099 statements and supporting transaction information.
Property
Rental Records
Income, expenses, mortgage interest, taxes, and capital improvements.
Family
Credits & Dependents
Childcare, education, health insurance, and dependent-related information.