Comprehensive care for your personal tax returns.
Personal tax returns can be complicated, especially when they involve business income, complex K-1s, rental properties, residency rules, or multistate filing requirements. We guide you through the filing process with clarity and precision so you can focus on your personal and financial goals.
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What we do
Regardless of your financial complexities this year
Business owners
K-1s & pass-through income
Self-employed
Freelance & 1099 income
Investments
Capital gains & investment income
Real estate
Rental properties & home sales
Equity compensation
RSUs, options & stock plans
Multi-state
Moves & income across states
Retirement
IRA, pension & retirement income
Family & education
Dependents, childcare & college
Charitable giving
Donations & itemized deductions
Services included
Personal tax support at every step
Streamlined tax preparation
We handle your federal, state, and local personal tax returns from start to finish. By coordinating document collection and guiding you through each step, we make the process clear and straightforward.
Tax filing and payment
For electronic filings, we handle everything from collecting your signed authorization to submitting your returns and confirming acceptance by the IRS and applicable state agencies. For paper filings, we provide a clearly organized filing package with step-by-step instructions. We also provide clear instructions for any manual tax payments.
Extensions
If your return requires an extension, we handle the filing paperwork and calculate any estimated tax payments due. We provide clear payment guidance to help you meet deadlines and reduce the risk of penalties.
IRS notice support
If you receive an IRS or state notice regarding a return we prepared, simply forward it to us. We’ll review the notice, explain what it means, and develop an appropriate response strategy for you.
Tax Season Process
Tax season, completely streamlined.
We keep you informed at every step, with clear guidance on what we need and what comes next. Here is what you can expect when working with us:
Onboarding
We agree on the services that fit your needs and outline them in an engagement letter for you to sign before work begins.
Information and document requests
We send you a clear list of the documents and information needed to prepare your personal tax returns.
Tax return review
Once we’ve prepared and reviewed your returns, we send them to you for review. You can request an optional walkthrough to address questions and discuss any needed changes.
Electronic signature
For electronic filing, you sign the required authorization after reviewing and approving your returns.
Tax Filing
We e-file your personal tax returns and confirm acceptance. For paper filings, we provide a tax package with clear signing and mailing instructions.
Frequently Asked Questions
How long does it take to file my personal tax return?
We aim to file your personal tax return by the original due date. Timing depends on receiving complete information by our firm’s document submission deadline, which we communicate in advance. If an extension is needed, we’ll contact you before the filing deadline, explain why, and obtain your approval before filing the extension.
Do I need an in-person appointment for my personal taxes?
Not at all. We will assist you with our tax preparation process remotely—whether you are at home, the office, or even at the beach (with working Wi-Fi, of course)! We offer electronic signatures for eligible documents and store your tax documents, completed returns, engagement letters, and IRS correspondence in your secure client portal, accessible whenever you need them.
How much do you charge?
Our fees depend on the scope and complexity of your personal tax return, including your income sources, deductions and credits, number of state filings, and any special circumstances. Visit our Pricing page for an estimate, or request a personalized quote based on your tax situation.
Can you amend my prior-year personal tax return?
Yes. We review your prior-year returns for open tax years and explain whether an amendment is necessary or beneficial. If penalties apply, we can work with the IRS and applicable state tax authorities on your behalf to request any penalty relief available under the law.
What if I haven’t received my Schedule K-1 from the business?
This is a common situation. If your Schedule K-1 is unavailable as the filing deadline approaches, we’ll work with you to file an extension so we can prepare an accurate return once the necessary documents arrive. An extension provides additional time to file, but not to pay any taxes due. We’ll help estimate your tax liability and guide you through any payment needed by the original deadline.
Ready for personalized advice?
You deserve personal tax guidance tailored to your needs. Let’s discuss your filing requirements, personal and financial goals, and opportunities to plan ahead.