Federal and state individual tax preparation with personalized review, secure document handling, and year-round support.
• Employees with W-2 income
• Families with qualifying dependents and tax credits
• Taxpayers with investment income
• Taxpayers who moved between states
• Taxpayers filing in more than one state
• Other individual Form 1040 filers
• Federal Form 1040 preparation
• Applicable state return preparation
• Review of available deductions and credits
• Review of income and tax documents
• Electronic filing when eligible
• Secure client portal
• Opportunity to review the return before filing
• Year-round support regarding the return we prepared
Additional services may be available for situations involving self-employment, rental property, multi-state filing, amendments, or other complex tax matters.