Individuals & families
Personal tax returns, prepared with care.
Your household is more than a stack of forms. We prepare your federal and state returns with a careful review of your filing status, dependents, income, and the credits and deductions that apply to you, then walk you through the result before you sign.
Is this for you?
Built for situations like these.
- 01W-2 employees who want a professional to review their return
- 02Families with children or other dependents
- 03Newly married couples weighing their filing status
- 04New homeowners, new parents, and anyone with a life change this year
- 05Retirees with Social Security, pension, or retirement account income
What you gain
The benefits, not just the forms.
Clarity before you sign
You review your return with the person who prepared it and get plain answers to every question.
A careful look at your whole situation
Filing status, dependents, income, and applicable credits and deductions are checked against your documents.
A calmer tax season
A personalized checklist and a clear timeline mean you always know what is needed and what comes next.
What is included
Every engagement includes
- Federal and state income tax returns
- Filing status and dependent review
- Review of applicable credits and deductions
- Personalized document checklist
- Return review conversation before you sign
- Secure document sharing once you are a client
What to have ready
Documents you may need later
Nothing is needed for your free consultation. Once you are a client, you receive a personalized list and secure sharing instructions.
- W-2s and any 1099 forms you received
- Last year’s federal and state returns
- Names and birth dates of dependents (shared securely, never by web form)
- Form 1098 for mortgage interest, if you own a home
- Childcare provider name and amounts paid, if applicable
Questions
Frequently asked questions.
How to Prepare for Your Tax Consultation
What to think through before your first call, what to gather later, and what never to send in a first inquiry.
What does individual tax preparation include?
Preparation of your federal and applicable state income tax returns, a review of your filing status, dependents, income, and applicable credits and deductions, and a conversation to review the return with you before you sign.
How much does it cost?
Fees depend on the forms and complexity involved. Your first consultation is free, and you receive pricing before any work begins. New clients save 15% on tax preparation fees.
I moved or worked in another state. Can you still help?
Yes. Multi-state returns are welcome. We review where you lived, worked, and earned income, then prepare the state returns your situation calls for.
Can you promise me a refund?
No ethical preparer can promise a refund or a specific amount. Your result depends on your income, withholding, and eligibility. What we promise is careful preparation and a clear explanation of your return.
Do I need to send documents before the consultation?
No. Your first conversation needs no documents at all. If you decide to move forward, you receive a checklist and instructions for sharing documents securely.
Other services
Your next step
Ready for a calmer tax season? Let’s talk.
Start with a free, no-pressure consultation. No documents needed to begin, and new clients save 15% on tax preparation.