SERVICE 01

Tax Preparation

Individual and family returns prepared by credentialed staff, reviewed a second time before anything is filed, and explained to you in plain language.

Contact usCall (307) 555-0100

Most people don't need a more aggressive preparer. They need one who asks better questions up front, documents the answers properly, and is still reachable in July when something comes up. That is what this service is built around.

WHAT'S INCLUDED

The work, in detail.

Every engagement is scoped to what you actually need. Here is the full range this service covers.

01

Federal, state & multi-state returns

We prepare your federal return alongside every state return your situation requires. If you moved during the year, worked remotely across state lines, or hold income-producing property in another state, each state has its own rules about what it can tax and how residency is determined.

  • Resident, part-year resident, and non-resident state filings
  • Residency determination when you moved or split the year
  • Credits that prevent the same income being taxed by two states
  • Local and municipal filings where your jurisdiction requires them
  • Coordination so the federal and state returns tell a consistent story
02

Prior-year catch-up & amendments

Unfiled years and returns that need correcting are among the most common reasons people come to us. We work backward through the open years in order, since each one often feeds the next, and we file amendments where a prior return understated or overstated what was owed.

  • Reconstructing records for years where documentation is thin
  • Requesting transcripts to establish what has already been reported
  • Filing back returns in sequence so carryforwards land correctly
  • Amended returns to correct errors or claim missed items
  • A realistic picture of penalties and interest before you commit
03

Life-change planning

The events that reshape a return are rarely tax events on their own — a house, a marriage, a new child, a retirement, an inheritance, a business sold. We look at what changed and what it means for both the return in front of us and the ones after it.

  • Buying, selling, or refinancing a home
  • Marriage, divorce, and the filing-status decisions that follow
  • New dependents, education costs, and care expenses
  • Retirement, distributions, and changes to how income arrives
  • Inheritance and the basis questions that come with inherited assets
04

Investment, rental & self-employment income

Once income arrives from somewhere other than a paycheck, the reporting gets more involved. Brokerage activity, rental property, and freelance work each carry their own schedules, their own records, and their own opportunities to get it wrong.

  • Capital gains, losses, and carryforward tracking across years
  • Cost basis review, including positions your broker reports incompletely
  • Rental income, allowable expenses, and depreciation schedules
  • Self-employment income, business expenses, and home office claims
  • Retirement account contributions and distributions
05

Secure digital document portal

You upload documents through an encrypted portal rather than emailing sensitive records or dropping off paper. Everything stays organized in one place, year over year, and you can retrieve prior returns yourself without calling us.

  • Encrypted upload and storage, no tax documents over plain email
  • A running checklist of what we have and what is still outstanding
  • Electronic signature so nothing waits on the mail
  • Access to prior-year returns whenever you need a copy
06

Two-pass review before filing

Every return is prepared by one person and reviewed by another before it goes out. The reviewer is checking arithmetic, but mostly they are checking judgment — whether a position is supportable and whether anything in the file contradicts it.

  • Independent second review on every return, without exception
  • A walkthrough with you before we file, not after
  • Documentation retained to support the positions taken
  • A written summary of what changed from last year and why

WHO IT'S FOR

Built around real situations.

First-time and straightforward filers

A single W-2 and a standard deduction does not need a complicated engagement. We keep it proportionate, and we tell you honestly when your situation does not warrant the cost of a full-service firm.

Freelancers and gig workers

Multiple 1099s, business expenses, quarterly obligations, and a self-employment tax bill that surprises people in their first year. We handle the return and set expectations for the year ahead.

Investors and property owners

Brokerage activity, rental property, and the depreciation and basis tracking that has to stay consistent across years to hold up.

Retirees

Income that arrives from several directions at once — retirement accounts, benefits, pensions, and investments — each taxed on its own terms.

HOW IT WORKS

Simple to start, thorough throughout.

  1. STEP 01

    Intro call

    Twenty minutes to understand your situation, what changed since last year, and what you're worried about. You leave with a clear quote.

  2. STEP 02

    Share documents

    We send a checklist built for your circumstances, not a generic one. You upload to the portal as things arrive.

  3. STEP 03

    Prepare & review

    One preparer builds the return, a second reviews it, and then we walk you through it — every number, before anything is filed.

  4. STEP 04

    File & plan ahead

    We e-file, store everything securely, and flag what to do differently next year while it's still early enough to matter.

QUESTIONS

About tax preparation.

Generally as far back as needed to bring you current. We start by pulling transcripts to establish what has already been reported, then work through the open years in order. How many years are worth filing depends on your circumstances, and we'll tell you plainly where the line is.

ALSO FROM US

The rest of the practice.

Ready to talk about tax preparation?

Tell us what you're dealing with and we'll tell you what it takes to sort out — with a clear quote before any work starts.

Contact usBook an appointment