Personal Tax Preparation

Thoughtful, licensed-prepared returns—not just software and guesswork.

Personal taxes are more than filling in boxes—they’re about making sure your life events are captured correctly and you’re not leaving money on the table.

We prepare personal Form 1040 returns for individuals, including small business owners and rental property investors, with clear communication and ongoing support.

Who This Is For

W-2 earners who want a licensed to handle their return
Sole proprietors and single-member LLCs (Schedule C)
Individuals with rental properties (Schedule E)
Taxpayers with K-1s from partnerships or S-corp

What's Included

Depending on your needs, services may include:

Preparation and filing of your federal Form 1040
Digital organizer to help you gather information
Review before filing and e-file submission
Post-filing support for questions related to your return

Common add-on schedules and situations:

Schedule C – Sole proprietorships / single-member LLCs
Schedule E – Rental properties
K-1 forms – Partnership and S-Corp income
State filings
More complex situations (equity compensation, high-volume trading, etc.)

How it Works

15-Minute Discovery
Call (Free)

Quick call to learn about your business and see if we’re a good fit.

Document
Upload

Complete a simple digital organizer. You securely upload W-2s, 1099s, K-1s, and other tax documents.

Preparation
& Review

We prepare your return, then review it for accuracy and opportunities before filing.

Filing &
Support

We e-file your return and provide copies for your records, plus support for questions related to what we filed.