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Individual Tax Preparation

 

What this service is

End-to-end U.S. individual income tax prep—organized intake, accurate returns, e-file + direct deposit, and proactive guidance so you’re confident before, during, and after filing.

Who it’s for

Professionals, families, and owners with anything from straightforward W-2/1099 income to more complex situations (RSUs, rentals, K-1s, multi-state, small business Schedule C).

What we do each season (and year-round)

  • Smart intake & organizer: simple checklist and secure upload; we map life events (marriage, dependents, new state, home, equity comp).

  • Accurate preparation: federal and state returns; itemized deductions, credits, and phase-out checks.

  • E-file & payments: electronic filing, refund tracking, direct-deposit/ES payments, and extensions where appropriate.

  • Issue support: clear responses to IRS/state notices related to returns we prepare.

  • Off-season care: safe retention of workpapers and a summary of next steps (withholding or estimated-tax guidance).

    Package notes (what scales up at higher tiers)

    • Multi-state filings and K-1/RSU/rental complexity.

    • Quarterly planning & projections with safe-harbor targeting.

    • Withholding/ES optimization and equity-event tax modeling.

    • Year-round advisory access and faster turnaround SLAs.

    Summary: Straightforward W-2/1099 returns fit lower-tier packages; higher-tier packages include multi-state, investment/equity, rentals/K-1s, and proactive planning.

    What you receive

    • Finalized Form 1040 and applicable state returns (PDF), e-file confirmations

    • Clear tax summary (what changed, why, and what to do next)

    • Estimated-tax vouchers (if needed) and payment instructions

    • Secure archive of source docs and workpapers

    What we need from you

    • Completed organizer and all tax docs (W-2s, 1099s, K-1s, 1098s, brokerage summaries, crypto reports, property tax/mortgage interest)

    • Details on life events (moves, dependents, marriage/divorce, new business, equity events)

    • For Schedule C/rentals: annual P&L, mileage/auto, asset additions/disposals

    Timeline & turnaround

    • Intake opens each January with rolling start dates.

    • Typical turnaround is set by package level and when complete documents are received; extensions filed when appropriate to ensure accuracy.

    Pricing drivers

    Filing status, number of states, schedules (C/E/K-1), equity/rental complexity, timing (in-season vs extension), and advisory scope.

    Quality & security

    Preparation by a licensed CPA firm, standardized workpapers and checklists, peer review standards (if applicable), secure portal with MFA, encryption at rest/in transit, and a WISP-aligned retention policy.

    Popular add-ons

    • Tax planning & projections (quarterly/annual)

    • Withholding reviews and paycheck modeling

    • IRS transcript monitoring and prior-year return checkup

    • Amended returns (1040-X) and notice response for prior-prepared returns

    • Entity coordination (aligning your personal return with S-corp/partnership filings)

    We don’t request or store bank logins, and we never ask for unnecessary sensitive data. Everything runs through our secure upload and e-signature process.