Individual & Family Tax Preparation
Federal and state tax return preparation for individuals, families and the self-employed, with a walkthrough of your return before it is filed.
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Find the service that matches your situation, then see how to get started.
Tax services
Each page explains who the service is for, what is included and what to expect.
Small Business Tax Preparation
Tax return preparation for small businesses, including sole proprietorships, partnerships and corporations.
See this serviceTax Planning
Check-ins during the year to understand what may affect your next return, while there is still time to act.
See this serviceNot sure where to start?
Three simple steps
- Step 1
Send a message
Tell us what is going on, in a sentence or two.
- Step 2
We recommend a service
We suggest the best fit and what to gather.
- Step 3
You decide
We confirm the scope and fee before any work begins.
FAQ
Choosing a service
What if my situation fits more than one service?
That is common. For example, a freelancer with a full-time job can usually cover both a regular job and freelance income in individual tax preparation. We will cover everything in one conversation.
Do you work with clients outside our local area?
Often, yes. Ask us what is possible for your situation and location.
Do you offer services other than tax?
This site focuses on tax preparation and planning. If you need something else, ask us and we will tell you whether we can help or refer you.
Not sure which one you need?
Tell us what is going on and we will point you in the right direction.