Individual Tax Preparation Services
What’s Included
Our individual tax preparation services include:
Federal and state income tax return preparation and e-filing
Review of W-2, 1099, investment, and self-employed income
Identification of available tax deductions and tax credits
Multi-state income review when applicable
Accuracy checks to reduce IRS errors and filing issues
Secure document upload and confidential handling
Designed to deliver accurate tax filing and peace of mind.
Who This Service Is For
This service is ideal for individuals with complex or nontraditional income, including:
Tech professionals with stock options, RSUs, bonuses, or multiple employers
Freelancers and creatives with 1099 income, royalties, or contract work
Healthcare professionals with various income streams or stipends
If your tax situation goes beyond a simple W-2, this service is built for you.
What’s Not Included
To maintain quality and turnaround times, this service does not include:
Business tax returns
Ongoing bookkeeping or monthly accounting
IRS audit representation or tax resolution
Prior year tax cleanup without prior approval
If additional services are needed, recommendations and pricing are discussed in advance.

