Your situation has changed
New job, marriage, new child, a home purchase or sale, retirement or a move.
Individuals and families
Your return, prepared and explained
We prepare federal and state returns for individuals and families, and walk you through the result before anything is filed.
- Return reviewed before filing
- Questions answered in plain English
- Copy of your return for your records
We use your details only to reply to you. Please do not send Social Security numbers through this form.
We reply during business hours. No obligation.
What is included
How we help
- Document review We check what you send and tell you what is missing.
- Return preparation Your federal and state returns prepared from your documents.
- Careful review Checked before it is filed, with questions flagged for you.
- Walkthrough We explain the result and answer your questions.
- Filing Filed electronically where permitted, once you approve.
- Freelance and side income Self-employment income and expenses included, with help organizing your records.
Is this for you?
A good fit if...
You have several income sources
Wages plus investments, retirement income or other income.
You want someone to explain it
You want to understand your return, not just receive it.
Questions about this service
What should I bring?
Last year’s return if you have it, your income forms, and records of anything that may affect your return. We will send you a specific checklist after your first message.
Do you prepare state returns too?
Tell us which states are involved, including any state where you lived or worked during the year, and we will confirm what we can prepare.
Can you help with earlier years, or with a letter from a tax agency?
Often, yes. Tell us which years are involved, or send a copy of the letter, and we will tell you what we need and whether it is something we can handle. Please do not ignore a notice.
How long does it take?
It depends on how complete your documents are and how busy the season is. We will give you a realistic timeline when you get in touch.
Ready to take the next step?
Send us a message and we will tell you what to gather and what happens next.