INDIVIDUAL TAX RETURNS
Personal tax preparation and planning
Federal and state tax return preparation for individuals with wages, investments, self-employment income, rental activity, and other reporting needs.
Individual filing support
From records to filing
Preparation includes reviewing your records, filing positions, elections, carryforwards, and estimated payments under applicable law.
Scope and fees are confirmed before work begins. Additional forms, state returns, foreign reporting, late records, or unresolved prior-year matters may require a separate or expanded engagement.
Collect
Share records through the firm’s approved secure process
Prepare & review
Review reporting items and resolve open questions
Approve & file
Review the return and provide required signatures before submission
AVAILABLE SERVICES
Services for your tax return and related needs
Services depend on engagement acceptance, professional requirements, timing, and complexity.
Individual tax preparation
Prepare Form 1040 and applicable state individual income tax returns using the records and information you provide
E-filing & payments
Submit returns electronically after your review and authorization, with available agency acknowledgments and payment guidance
Extensions & estimated taxes
Prepare extension requests and estimated payment calculations using available information. An extension of time to file generally does not extend time to pay.
Tax planning
Review known income, planned transactions, withholding, estimated payments, and related assumptions
Self-employed individuals
Schedule C reporting, business-use records, self-employment tax considerations, and estimated tax calculations within the agreed scope
Estate & trust tax returns
Form 1041 preparation for qualifying estates and trusts, when the work fits the firm’s scope and engagement requirements
Gift tax returns
Form 709 preparation for reportable gifts and related disclosures using the documents and valuation information supplied
International reporting
Selected foreign account and international reporting support under a separate service review. Some matters may require specialists.
Tax notice assistance
Review and response support for selected IRS or state notices after evaluating the notice, underlying return, authorization needs, and deadline
ENGAGEMENT FIT
What the engagement includes
A signed engagement agreement establishes professional responsibilities. Website descriptions do not create a client relationship or promise a particular result.
Agreed services
Only services identified in the engagement agreement are included.
Complete records
Preparation and advice depend on accurate, timely information.
No guaranteed outcome
Refunds, tax savings, agency decisions, and processing times are not guaranteed.
TAX SEASON READINESS
What to gather
Start with the items that apply to your return. Additional documents may be requested during review.
Secure delivery: To protect your information, send Social Security numbers, tax forms, financial statements, and other private documents only through the firm’s approved secure method.
- Prior-year tax returns
- W-2, 1099 & K-1 forms
- Investment & retirement statements
- Estimated tax payment confirmations
- Business & rental records
- Deduction & credit records
- IRS & state correspondence
LET'S CONNECT
Questions about a tax or accounting need?
Request a complimentary consultation to discuss what you’re looking for.