Individual Tax Preparation
Accurate, personal tax preparation you can rely on.
CPA-prepared and reviewed personal tax returns, whether you're a W-2 employee, self-employed, a rental property owner, or somewhere in between. Straightforward pricing and a real person to reach with questions.
CPA
Prepared & Reviewed
Fixed-Fee
No Hourly Surprises
Federal & State
E-Filed for You
Request a Tax Preparation Consultation
No commitment. We reply within one business day.
Common Situations We Handle
Wherever Your Tax Situation Falls, We Can Help
Most personal returns fall into one of a few common categories. Here's a plain-English look at what each one usually involves.
W-2 Employees
Often the most straightforward return, though it's still worth reviewing whether itemizing deductions makes sense for you.
Self-Employed & 1099 Contractors
Files Schedule C, and typically needs quarterly estimated tax payments to avoid a surprise bill.
Rental Property Owners
Files Schedule E, with rental income, expenses, and depreciation tracked for each property.
Investors
Capital gains, dividends, and (increasingly) crypto transactions, reported accurately on Schedule D and B.
What's Included
What Individual Tax Preparation Actually Covers
A complete, accurate return, prepared carefully and reviewed before it's filed.
Federal & State Return Preparation
Your personal return, prepared and reviewed for accuracy, then e-filed once you've approved it.
Itemized Deduction Review
A quick comparison against the standard deduction, so you're not leaving money on the table.
Life-Event Tax Considerations
Marriage, a new child, a home purchase, or retirement all affect your return. We ask the right questions.
Quarterly Estimated Tax Calculations
For self-employed income or significant non-wage income, so you're not caught off guard in April.
Extension Filing, If Needed
If more time is needed to file accurately, we handle the extension so nothing is filed in a rush.
Year-Round Questions
A real person to reach if a tax question comes up in July, not just during filing season.
Our Approach
What You Can Expect Working With Us
Straightforward, careful, and honest about what your return actually needs.
Accuracy First
CPA-Reviewed
Every return is reviewed for accuracy before it's filed. We'd rather take the extra time than rush a return out the door.
No Surprises
Fixed, Transparent Pricing
You'll know your fee upfront, based on your situation and complexity, before any work begins.
Personal Attention
A Real Relationship
We take on a limited number of clients so every return gets real attention, not a rushed, assembly-line process.
How It Works
From First Call to Filed Return
A simple, guided process with no guesswork on your end.
01
Free Consultation
We talk through your situation and what documents we'll need from you.
02
Document Collection
A clear checklist and a secure upload through your client portal, so nothing gets missed.
03
Preparation & Review
Your return is prepared carefully, then reviewed for accuracy before it's ever filed.
04
Filing & Year-Round Support
We e-file your return and stay reachable afterward if questions come up.
Already a Client?
Securely Upload Your Tax Documents Anytime
Your documents are uploaded through our secure client portal, powered by TaxDome, not emailed back and forth. Log in anytime to upload files, sign documents, or check on where your return stands.
- Bank-level secure document upload
- Sign engagement letters and forms electronically
- Message us directly and track your return's status
Secure Client Portal
Not a client yet? Schedule a consultation first and we'll set up your portal access.
Log In to Your PortalFree Resources
Start Here. No Commitment Required.
Three ways to get organized before tax season sneaks up on you.
Individual Tax Prep Checklist
The exact documents we ask for based on your situation, so you can gather everything ahead of time.
Download the ChecklistQuarterly Tax Deadline Reference
The four federal estimated tax due dates, the same every year, useful if you're self-employed.
Get the Reference30-Minute Consultation
A free call to talk through your situation and what filing will actually involve.
Book NowTransparent Pricing
Fixed-Fee Individual Tax Preparation
No hourly billing. Every price below is a starting point for your fixed fee.
Every price below is a starting point, not a quote. Final pricing depends on your income sources and how organized your documents are coming in. We'll always confirm the fee with you before we begin. Ongoing tax planning is available separately, starting at $150/quarter.
Simple Return
For W-2 employees taking the standard deduction, with no additional income sources.
Starting at
$350 / return
- Federal & one state tax return
- Standard deduction filing
- E-filing included
Pricing adjusts based on complexity.
Most Common
Standard Return
For itemized deductions, multiple income sources, or life-event changes.
Starting at
$550 / return
- Federal & one state tax return
- Itemized deduction review
- Multiple W-2s or income sources
- Life-event tax considerations
- E-filing included
Pricing adjusts based on complexity.
Complex Return
For self-employed income, rental properties, or investment activity.
Starting at
$850 / return
- Federal & one state tax return
- Schedule C (self-employment) preparation
- Schedule E (rental property) preparation
- Investment income (Schedule D/B)
- Quarterly estimated tax calculations
Pricing adjusts based on complexity.
Tax Planning Add-On
Want Ongoing Planning, Not Just an Annual Return?
Tax preparation looks back at the year that already happened. Tax planning looks ahead, so decisions get made while there's still time to act on them, not after the year is already closed.
- Quarterly estimated tax check-ins, if you're self-employed or have significant non-wage income
- A withholding review, so you're not surprised by a big bill or a huge refund
- A conversation before a major life event, a home sale, retirement, or a new job, while decisions can still be made
- A place to ask "should I do this?" before you do it, not after it's already on last year's return
Tax Planning Add-On
Starting at
$150 / quarter
Can be added to any tax preparation engagement. Final pricing depends on your situation and how involved you'd like the planning conversations to be.
Get Started
Not Sure What Your Tax Return Needs? Let's Find Out.
Tell us a bit about your situation and we'll walk you through what filing will actually involve, and what it will cost, no pressure and no obligation.
- A real answer within 1 business day
- No cost, no obligation to sign anything
- Straight talk about what your return actually needs
FAQ
Common Questions About Individual Tax Preparation
What tax situations do you handle?
We prepare returns for W-2 employees, self-employed individuals and 1099 contractors, rental property owners, and investors. If your situation is a mix of several of these, that's common, and it's exactly what the free consultation is for.
How much does individual tax preparation cost?
Fixed fees start at $350 for a simple W-2 return and increase based on your income sources and complexity. You'll always know your fee before any work begins.
Do you also offer tax planning, or just preparation?
Both. Tax preparation covers your annual return. Tax planning is available separately as an add-on, quarterly estimated tax check-ins, a withholding review, and a conversation before a major life event, so decisions get made while there's still time to act on them.
What if I'm self-employed or have 1099 income?
Self-employment income is reported on Schedule C, and usually requires quarterly estimated tax payments throughout the year. We calculate those for you as part of your return, so you're not caught off guard the following April.
What if I haven't filed in a year or two?
That's more common than people think, and it's fixable. We can help you get caught up, one year at a time, and talk through any next steps if the IRS has already reached out.
What if I need more time to file?
We're glad to file an extension on your behalf. An extension gives you more time to file, though any tax owed is still due by the original deadline, and we'll help you estimate that amount.
How does the process work, start to finish?
We start with a free consultation, send you a document checklist, prepare your return, review it carefully, and e-file once you've had a chance to review and approve it. Most returns take about 1 to 2 weeks once we have your complete documents.
Do I need to sign a long-term contract?
No. Tax preparation is engaged on a per-return basis. There's no ongoing contract required, though many clients choose to return year after year once they know what to expect.
Ready to Get Your Return Handled?
Whether you want to talk it through first or you're ready to get started, pick the option that fits where you are.