Personal attention, from the first question to the final follow-up.
Who this helps
Individual Tax Preparation
Employees, families, independent professionals, landlords, retirees and investors with federal or state filing needs.
Where we begin
We review filing status, dependents, income sources, state moves and the prior return before defining the work.
Service scope
Federal & all-state returns
Maximize deductions and credits
Amended & prior-year filings
Filing your personal tax return should not be stressful. We prepare federal and state individual income tax returns with careful attention to every deduction and credit you are entitled to.
What we help with
Form 1040 federal returns and state income tax returns
W-2 wages, 1099 income, investment and rental income
Self-employment income and Schedule C
Education, child and dependent care credits
Amended returns (Form 1040-X) and prior-year filings
Extensions and estimated tax payments
Who it is for
Employees, families, freelancers, landlords, retirees and investors who want their return done right — and explained in plain language.
What your engagement can include
01
Applicable federal and state returns, with an explanation of the main income items, deductions and credits.
02
A record of questions resolved, missing information and any amendment or prior-year work agreed.
03
Filing confirmations where available, payment instructions and relevant next-year estimated-tax reminders.
The engagement sets out the applicable years, jurisdictions, forms and deliverables. Filing, payment and agency processing follow their respective requirements.
What to prepare
Photo ID and SSN/ITIN for everyone on the return
W-2, 1099 and other income statements
Records of deductible expenses (mortgage interest, tuition, donations)
Last year's tax return
Any IRS or state letters you received
Not sure you have everything? We will send a personalized checklist after your consultation.
What documents do I need to prepare my tax return?
Typically you will need identification, Social Security numbers or ITINs for everyone on the return, income documents (W-2, 1099, K-1), records of deductible expenses, last year's return and any IRS letters you received. After your consultation we send you a personalized checklist.
Does my visa alone determine U.S. tax residency?
No. For non-U.S. citizens, the green card and substantial presence tests are starting points, with exceptions, elections and treaty issues to consider. Provide travel records, immigration documents and prior returns; arrival or departure years can involve dual-status treatment.
Can you help with an unfiled year or an incorrect return?
We can review the year, filing history and supporting records to identify the next step. A missing original return and an amendment are different procedures. For individual returns, Form 1040-X may apply to a correction; state filings and refund claim periods need separate consideration.
