Individual Tax Prep

Individual Tax Prep is where I take the strain of tax season off your shoulders and walk you through every step in plain English. I prepare your full federal and state individual tax return for a flat $300, so you know the price before I start-no hourly clock, no surprise add-ons.

You can bring a simple W‑2, a stack of 1099s, or a mix of self‑employment, rental, and investment income. I enter and reconcile it all carefully, making sure every dollar is reported correctly and every legal deduction is captured. That includes itemized deductions when they truly benefit you, as well as credits for children, education, and earned income when you qualify.

If you have a side business or freelance work, I organize your income and expenses so your Schedule C is clean, consistent, and ready if the IRS ever asks questions. I also handle reporting for retirement distributions, Social Security, and brokerage accounts, so you are not guessing your way through tax forms.

Once everything is ready, I review the return with you line by line in clear language, explain why the numbers look the way they do, and answer your questions without jargon. I file electronically, set up direct deposit for any refund, and give you secure digital copies for your records.

With years of experience preparing individual tax returns, I keep an eye out for future issues too-estimated payments you may need, life changes that might affect next year, and simple steps to keep records organized going forward. You leave knowing your return is accurate, filed on time, and backed by a credentialed tax professional who is available year‑round, not just in April.