More than a basic 1040.
Tax preparation for individuals, families, self-employed taxpayers, investors, and anyone whose financial life has become more complex than a simple W-2 return.
Different income creates different tax questions.
Employees & Families
W-2 income, dependents, credits, deductions, and household tax filings.
Self-Employed Individuals
1099 income, business expenses, estimated taxes, and Schedule C reporting.
Investors
Stocks, dividends, capital gains, investment income, and other reportable activity.
Rental Property Owners
Rental income, expenses, depreciation, and property-related tax reporting.
Multi-State Taxpayers
Income or filing obligations involving more than one state.
One return can involve a lot more than one form.
- 01W-2 and wage income
- 021099 and self-employment income
- 03Investment and capital-gain reporting
- 04Rental-property income and expenses
- 05Retirement income
- 06Estimated tax payments
- 07Itemized deductions and eligible credits
- 08State and multi-state filings
Some tax problems should be solved before the next return is filed.
A return may reveal higher-than-expected taxes, missed estimated payments, growing business income, investment gains, rental activity, or other situations worth planning around before year-end.
Explore Tax StrategyStraightforward from documents to filing.
Submit
Provide your tax documents and basic filing information.
Prepare
Income, deductions, credits, and applicable tax items are reviewed and prepared.
Review
Review the return and understand the final numbers before filing.
File
Approve the return for submission and receive any next-step guidance.
Get the return handled without losing sight of what comes next.
Whether the year was straightforward or a little more complicated, start with an accurate return and a clear understanding of your tax position.