Individual Tax Preparation
Federal and state returns prepared line by line, with every credit and deduction you qualify for — dependents, education, energy and more.
Get started → Individual Tax Preparationfrom $249Authorized to represent you before the IRS
Every deadline tracked, every extension handled
Encrypted document upload and e-signature
We cover penalties caused by our errors
From a single W-2 to a growing company with payroll, we prepare, plan and protect — so you can focus on everything else.
Federal and state returns prepared line by line, with every credit and deduction you qualify for — dependents, education, energy and more.
Get started → Individual Tax Preparationfrom $249Returns for sole proprietors, partnerships, S-corps and C-corps, including sales tax and 1099 reporting for your contractors.
Get started → Business & Corporate Taxfrom $1,190Forward-looking advice on retirement contributions, estimated payments and timing of income so you owe less, legally.
Get started → Tax Planning & Strategycustom quoteWe answer notices, gather records and represent you in audits and appeals, so you never have to face the IRS alone.
Get started → IRS Audit Representationcustom quoteClean monthly books, payroll runs and quarterly filings that keep your business audit-ready all year long.
Get started → Payroll & Bookkeepingmonthly plansFiduciary returns, gift tax filings and careful guidance for families managing an inheritance or a loved one's estate.
Get started → Estate & Trust Taxationcustom quoteChoose what describes you best and we'll point you to the service and plan that fit.
W-2 income, kids, education costs or a new home this year.
Personal Return plan →1099 income, home office and quarterly estimated taxes.
Self-Employed plan →LLCs, partnerships and S-corps with staff or contractors.
Business Return plan →Rental income, depreciation, capital gains and crypto.
Request a quote →Unfiled years, IRS letters, liens or a payment plan to set up.
Get resolution help →
Taxes shouldn't keep you up at night. My job is to make sure they don't.
I started SWP Tax Consultant after years at a large accounting firm, where clients often felt like a file number. Here, you work with the same advisor every year — someone who knows your history, remembers your goals and spots savings before you have to ask.
No guesswork, no shoebox of receipts on our table. Here's exactly what happens after you reach out.
A 20-minute call to understand your situation, deadlines and any open IRS issues.
Use our secure portal and personalized checklist — no guessing what to send.
We walk you through the draft return, what you owe or get back, and why.
We file, confirm acceptance and set reminders for next year's planning.
Most of our clients come by referral and stay for years. They tell us it's because we explain things clearly, return calls the same day and treat their money like our own.


You'll know the price up front. No hourly surprises, no add-ons you didn't agree to.
For W-2 employees and families
For freelancers and sole owners
For LLCs, partnerships & S-corps
Not sure which plan fits? Ask us for a free quote — we'll confirm the exact fee before any work begins.
Missing a deadline can mean penalties and interest. Our clients get reminders well ahead of each date, plus help filing an extension when life gets busy.
Get deadline remindersFinal estimated tax payment for the prior year if you're self-employed or have untaxed income.
Forms 1065 and 1120-S are due for calendar-year businesses, along with K-1s for owners.
File Form 1040 or request an extension — and remember, an extension to file is not an extension to pay.
Last day to file a 1040 if you requested an extension in April.
Dates that fall on a weekend or holiday move to the next business day. State deadlines may differ.
Alongside Sarah, each specialist focuses on one area, so your return goes to someone who handles cases like yours every day.
Still unsure whether you need a professional? These are the questions we hear most often from new clients.
Call during office hours and speak with an advisor, not a call center.
+1 (000) 555-555 Mon – Sat: 9:00 am – 6:00 pmUsually your W-2s or 1099s, last year's return, ID for everyone on the return, and records of deductions such as mortgage interest, childcare, charitable gifts and business expenses. After your consultation, we send a checklist tailored to you.
Yes. We regularly prepare multiple years of unfiled returns, calculate what's actually owed and negotiate payment plans or penalty relief where it's available.
No. Most clients work with us entirely online through the secure portal and video calls. You're always welcome to meet in our Springfield office if you prefer.
Personal returns are typically ready for review within 5–7 business days of receiving complete documents. Business returns take longer depending on the state of the books.
We respond on your behalf at no extra cost for returns we prepared, and if a penalty results from our error, we pay it under our accuracy guarantee.
We confirm a flat fee before starting. Payment is due when you approve your final return, by card, bank transfer or check. Payment plans are available for larger business engagements.
One page listing every form and receipt to gather before you file. Get it by email in seconds.
Tell us a little about your situation. An advisor will reply within one business day — usually the same day.
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One page listing every form and receipt to gather before you file. Book a free 20-minute consultation and we will send it over with a personalised to-do list.
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