Individual Income Tax Preparation

Get the Refund You Deserve!

Preparing your own income tax return can be a challenging task that leaves you wondering if the return was completed accurately and whether you are getting the refund you deserve.  As a professional tax preparer, I know the questions to ask and the right information to look for to ensure your return is accurately, deductions maximized and tax obligation minimized.  As a CPA working for you, my goal is to make sure you get the biggest tax refund you qualify for!

The Process

As a CPA firm, I believe in providing each customer the time and attention they deserve and that is evident in my process of providing tax services.  Typically, customers schedule an appointment and visit for 30 minutes to an hour.  During the visit, we will discuss your prior year tax return, your current year tax data, the events during the year that may impact your tax return.  Lastly, we'll discuss the upcoming year to identify tax saving strategies.  After the tax appointment, I'll prepare your returns and notify you when they're ready for filing.  Returns are usually completed within 48 hours and can be e-mailed or mailed to you or picked up by you.

What You'll Get

  • A 20+ year CPA/accounting professional to prepare your return
  • An electronically filed tax return that will result in faster refunds
  • Tax savings ideas for the upcoming year.
  • Paper or PDF copy of you return including all supporting schedules
  • Peace of Mind that the return is accurate

Forms and Schedules

Some of the forms and schedules prepared for individual tax returns include:

  • Form 1040 - Individual income tax return
  • Schedule A - Itemized Deductions
  • Schedule B - Interest and Ordinary Dividends
  • Schedule C - Profit or Loss From Business
  • Schedule D - Capital Gains & Losses
  • Schedule E - Supplement Income & Loss (Rental, S-Corps, Partnerships)
  • Schedule F - Profit or Loss From Farming
  • Form 2441 - Child and Dependent Care Expenses
  • Form 2106 - Employee Business Expenses
  • And many, many more...

To schedule an appointment or to request additional information, click here.