Tax Preparation
What We OfferExpert preparation for individuals, the self-employed, and anyone who needs to catch up or correct a prior return.
Individual Tax Return (1040)
Full preparation and e-filing of your federal income tax return. Whether your situation is straightforward or involves multiple income sources, investments, or life changes, we ensure your return is accurate, complete, and filed on time.
Individual tax returns → Cryptocurrency → Investments & capital gains → Retirement income →
Self-Employed / Schedule C
Freelancers, contractors, and small business owners have unique tax obligations and unique deduction opportunities. We navigate Schedule C, self-employment tax, home office, vehicle use, and other business expenses so the deductions you qualify for and can support are claimed.
Self-employed & sole proprietors → Delivery drivers → Freelancers →
Prior-Year & Amended Returns
Behind on your taxes or need to correct a previously filed return? We can prepare returns for prior years and file Form 1040-X to amend returns with errors or missed deductions, helping you get right with the IRS without the stress.
Pricing: Coming Soon for 2027. Your exact preparation fee depends on the forms, schedules, and complexity of your return, and you receive a quote before paying anything.
Your intake answers and tax documents are submitted through our secure client portal, where documents and sensitive numbers are encrypted on your device before upload. Learn more about how we protect your information.
We'll help you figure it out.
Get started now and we’ll remind you near the end of January to upload your tax form documents. Once we’ve reviewed your information, we’ll invite you to schedule your New Client Interview.
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