More than entering tax forms.
Individual returns can involve business activity, investments, rental property, education, retirement accounts, multiple states and family changes. We organize the information, identify questions and explain how the pieces affect the return.
For self-employed clients, we also review income reporting, business expenses, estimated taxes and the recordkeeping process needed for the next year.
Situations we commonly support
- W-2 employees and families
- Schedule C and 1099 income
- Independent contractors and gig workers
- Investment and retirement-account reporting
- Rental property activity
- Education and family-related tax items
- Multi-state income and residency questions
- Estimated payments and prior-year follow-up
Responsive, secure and clearly scoped
We explain the records needed and how to provide them securely. Please never send Social Security numbers or sensitive tax documents through ordinary email. Pricing and engagement expectations are discussed before work begins.