Individual Tax Preparation
Get your taxes done right with somebody who cares.
Real support, real guidance, and a long-term partner for your tax journey.
Clarity you deserve support you can count on
I’m here to help today next year and every year after
The problems we solve
- Tax prep that feels rushed or incomplete
- Unclear explanations about your return
- Missed deductions, credits, or opportunities
- Fear of mistakes, audits or penalties
- Late filings or confusing paperwork
- Feeling on your own with no expert to ask
- Also, a tax process that changes every year and gets harder
Tax prep is what I do; setting you up for success is why I do it.
When it comes to your personal taxes, you deserve more than rushed paperwork or generic answers. Instead, you deserve someone who takes the time to understand your situation. Then, listen to your concerns and guide you with clarity and care. That’s what I strive to deliver with every client I work with.
What’s included
- Federal tax return filing
- Review of income documents
- State tax return filings
- Checking for deductions
- Checking for credits
- Year round support for questions
- Tax planning
- Document and organizer guidance
- Guidance for life events
- Explanation of your tax situation
How this works
- Schedule your free consultation – Book a 30 minute call so I can learn about your situation.
- Upload your documents – Before we meet, you’ll securely upload your prior two years tax returns. Also, you will upload any current income forms.
- Review and discuss your needs – We’ll go over your information. Then, we’ll go through your needs. Finally, we’ll answer any questions you have.
- Decide next steps – If you choose to move ahead, I’ll send my engagement letter. And then, we will continue to the preparation stage.
- Preparation, Review and signing – I will prepare your tax return. I will review it with you. With your approval, I will send it for your signature.
- Electronically filing tax returns – I will take care of the rest. Also, I will return any original documentation I acquired if there are any paper copies.
- Follow-up and support – Finally, you will be given an electronic copy of your tax return. Also, I can give paper copies if asked. Lastly, I stay available for questions throughout the year.
A better tax experience starts here
Together we’ll file with confidence uncover savings and create a plan that works for your future
Book your free consultation or call 320-268-8990