Individual Tax Preparation

Federal and state returns prepared line by line, with every credit and deduction you qualify for — dependents, education, energy and more.

Individual Tax Preparation
  • Starting pricefrom $249
  • Turnaround5–7 business days
  • How we workOnline or in our office

What’s included

Your federal return and one state return, prepared line by line by a licensed preparer — not software on autopilot. We review last year’s return, look for credits you may have missed and explain every number before you sign.

  • W-2, 1099, investment and retirement income
  • Child tax credit, education credits and dependent care
  • Mortgage interest, charitable gifts and medical expenses
  • Energy and electric-vehicle credits

How it works

Book a free 20-minute consultation, upload your documents to the secure portal and we’ll have a draft ready within 5–7 business days.

Not sure this is the right service?

Tell us about your situation and we will point you to the right service and plan — free, in 20 minutes.

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How it works

Your Return, Done in Four Clear Steps

No guesswork, no shoebox of receipts on our table. Here's exactly what happens after you reach out.

  1. Free Consultation

    A 20-minute call to understand your situation, deadlines and any open IRS issues.

  2. Upload Documents

    Use our secure portal and personalized checklist — no guessing what to send.

  3. Review Together

    We walk you through the draft return, what you owe or get back, and why.

  4. E-File & Follow Up

    We file, confirm acceptance and set reminders for next year's planning.

Free 2026 Tax Document Checklist

One page listing every form and receipt to gather before you file. Get it by email in seconds.

Send me the checklist
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