Personal Tax & Accounting
More Than a Tax Filer.
A Year-Round Partner.
Expert personal tax preparation and proactive planning for individuals, families, and the self-employed — led by a licensed CPA.
Personal Services
Everything You Need,
Under One Trusted CPA
Personal Tax Preparation
Accurate, on-time returns that find every deduction and credit you’re entitled to.
- Federal & state individual returns (Form 1040)
- W-2 employees, retirees & Social Security recipients
- Itemized deductions & credits
- Multi-state filing & residency changes
- Prior-year amendments & back-filing
- HSA, education credits & retirement contributions
Self-Employed & Freelancer Returns
Schedule C, K-1s, rental income — we handle the complexity so you don’t have to.
- Schedule C (sole proprietor / self-employed)
- 1099 income reconciliation
- Home office & vehicle deductions
- Rental property income (Schedule E)
- Partnership & S-Corp K-1s
- Quarterly estimated tax calculations
Tax Strategy & Planning
Proactive guidance that reduces your tax bill before the year is over, not after.
- Year-round tax planning & projections
- Estimated payment scheduling
- Roth vs. traditional retirement planning
- Capital gains & investment tax planning
- Major life-event strategy (marriage, home purchase, inheritance)
- IRS notice review & response guidance
Year-Round Advisory Support
Questions shouldn’t wait for April. We’re available throughout the year when it matters.
- Unlimited secure messaging between filings
- Mid-year check-in reviews
- Withholding & paycheck adjustments
- Life-event consultations (new job, relocation, divorce)
- Tax letter & notice assistance
- Proactive alerts on law changes that affect you
Who We Serve
Personal Tax Services For…
Whether your taxes are straightforward or genuinely complex, we’ve got you covered. If you’re unsure whether we’re a fit, book a free call.
W-2 Employees
Freelancers & Consultants
Rental Property Owners
Retirees & Pre-Retirees
Investors & Traders
Side-Business Owners
The Process
Simple, Secure, Start to Finish
01
Book a Free Consultation
We start with a 30-minute call to understand your situation, answer your questions, and confirm we’re the right fit. No obligation, no pressure.
02
Share Your Documents
We’ll send you a simple, secure document checklist. Upload at your convenience — no fax machines, no drop-off appointments.
03
Review & File
We prepare your return, walk you through any questions, and file only when you’re completely satisfied. You’ll have your final return copy on file.
04
Stay Supported Year-Round
Filing isn’t the end. We’re available year-round for questions, planning, and proactive updates when tax laws change.
Common Questions
Questions About Personal Tax Services
What documents do I need to provide for my tax return?
We’ll send you a tailored document checklist after your consultation. Generally, this includes your W-2s, 1099s, last year’s return, and any relevant receipts or records. Everything is submitted securely through our client portal.
I’m self-employed — is my return more complicated?
It does add some schedules, but it’s well within our expertise. Self-employed returns often have more deduction opportunities than W-2 returns, and we make sure to find every one of them.
What if I have income from multiple states?
Multi-state filing is something we handle regularly. We’ll determine your filing obligations in each state and make sure you’re only paying what you owe.
Can you file an amendment to a prior return?
Yes. If you think a previous return was filed incorrectly, or if you received corrected forms after filing, we can prepare an amended return (Form 1040-X).
How do I know what I owe before we start?
We provide a clear pricing estimate before any work begins, based on your situation. There are no surprise invoices. You approve the scope and cost first.
Do I need to come into an office?
No. We are 100% virtual. All communication, document sharing, and signing happen securely online. Clients across the country work with us remotely.
Let’s Get Started
Ready to Stop Overpaying on Taxes?
Book a free 30-minute consultation. We’ll review your situation and tell you exactly how we can help — before you spend a dollar.