Personal tax preparation done accurately the first time. We handle Form 1040 returns of every shape — W-2 employees, the self-employed, investors, multi-state residents, and U.S. citizens abroad — with one preparer on every file from intake through e-file.
We file your federal Form 1040 and every state and local return that applies in one coordinated workflow. If you moved during the year, worked remotely from another state, or own rental property out of state, we allocate income correctly across jurisdictions and apply credits to prevent double taxation.
Schedule C work — freelancers, contractors, gig workers, independent professionals — gets full attention: legitimate deductions, home-office calculations, vehicle expense (actual vs. mileage), self-employment tax, and quarterly estimate setup so the next year is calmer.
Capital gains (Schedule D), rental property (Schedule E), partnership and S-corp K-1s, RSU vesting, NSO and ISO exercises with AMT analysis, ESPP qualified vs. disqualified dispositions, foreign accounts (FBAR / FATCA), and crypto activity. We work directly from broker statements and exchange CSVs — no need to summarize anything yourself.
Remote work, mid-year moves, owning property in multiple states, and split-time scenarios all create allocation work. We prepare resident, nonresident, and part-year returns; reconcile credits for tax paid to other states; and apply reciprocity agreements correctly.
Foreign-earned income exclusion, foreign tax credit, totalization agreements, treaty positions, FBAR (FinCEN 114), and FATCA Form 8938. If you've moved internationally or hold accounts outside the U.S., we prepare your return to comply on every front.
If a prior return missed credits, misclassified income, or a notice came in for a year you'd rather not relive, we prepare amendments (Form 1040-X) and missed-year filings. Statute of limitations applies — sooner is better.
Documents move through an encrypted client portal — never email attachments. After filing, you receive PDFs of every form, electronic-filing confirmations, and a personalized prep checklist for next year. Notices on returns we prepared? Forward them to us — explanation and routine response are included.
We don't promise refunds we can't deliver, won't take aggressive positions you'd be uncomfortable defending, and explain every line that changes year over year. If something on your return is unusual, you'll know about it and why.
Flat-fee, quoted upfront after a free 15-minute consultation. Pricing depends on the schedules and complexity of your return — not on the time spent on it. You'll know what you're paying before any work begins, and we never bill by the hour for tax preparation.
Book a free 15-minute consultation. No obligation, no sales pitch — just a clear next step