Step 1 – Share your documents your way
Upload through the portal, drop off at the office, or meet in person or on Zoom.
Professional tax prep for real people and families.
We help individuals and families with simple to moderately complex situations file accurate, timely returns and avoid surprises. Whether you’re a W‑2 earner, a retiree, an investor, or a household with multiple incomes, you get professional preparation and clear communication.
Who We’re a Great Fit For
- Individuals and families with W‑2 income and dependents
- Homeowners with mortgage interest and property taxes
- Retirees with Social Security, pensions, and IRA distributions
- Investors with dividends, interest, and brokerage accounts
- People with side‑hustle or freelance income (1099s, small Schedule C
- High‑earning W‑2 professionals who want proactive guidance, not just a filing
What’s Included in Your Individual Tax Prep
- Preparation of federal, state and local tax returns
- Electronic filing (e‑file) and confirmation of acceptance
- Review for common deductions, credits, and missed opportunities
- Coordination of multiple income sources (W‑2, 1099, investments, retirement, etc.)
- Help in responding to tax notices as needed
- Secure digital copies of your returns and key documents
Crypto & digital asset reporting
If you buy, sell, or trade crypto, we have a dedicated process to handle it as part of your individual return.
How we manage your crypto tax issues:
• Use CoinLedger (or a similar tool) to connect exchanges and wallets
• Consider the best reporting method – average cost, FIFO, etc.
• Balance short-term and long-term gains for the best result
From there, we focus on accurate, defensible reporting that reflects what actually happened.
How It Works for Individual Clients
Step 2 – We prepare and review
We prepare your returns and review them for accuracy and opportunities
Step 3 – You review, e‑sign, and pay
You receive a clear summary and your full return to approve. Then you e‑sign and pay—usually through the portal.
Step 4 – We file and stay available
We e‑file your returns, confirm acceptance, and remain available for questions and planning.