Individual Tax Returns

Our Individual Tax Return Services ensure accurate and timely submission of your personal tax returns, helping you to fully comply with IRS requirements. We provide expert advice on allowable deductions and tax reliefs to optimize your tax position, minimize liabilities, and avoid penalties. Whether you are self-employed, an employee, or have multiple income sources, our dedicated team is here to simplify the process and handle all aspects of your tax filing with precision and care.

Close-up of a U.S. Treasury check and a 1040 tax form with a partial image of the Statue of Liberty on the check.

Basic

For single taxpayers with one source of income & standard deductions
(Typically only receives one W-2 with no other income to claim)

  • Free initial consultation

  • Review of prior-year tax return

  • Collection and organization of tax documents

  • Preparation of Form 1040 (federal return), and appl schedules

  • Preparation of state return(s)

  • Maximize deductions and tax credits

  • E-filing of returns

  • Secure digital copy of your return

  • Support for basic IRS/state letters (not audits)

  • Guidance on payments or refund tracking

A pen resting on a tax form 1040 with a calculator nearby.

Standard

For single taxpayers with multiple sources of income and/or itemized deductions, and head of household and married taxpayers.

  • Free initial consultation

  • Review of prior-year tax return

  • Collection and organization of tax documents

  • Preparation of Form 1040 (federal return)

  • Preparation of state return(s)

  • Schedules as needed:

    • Schedule C (for self-employed/small business)

    • Schedule A (itemized deductions)

    • Schedule B (interest/dividends)

    • Schedule D (capital gains/losses)

    • Schedule E (rental/passive income)

  • Maximize deductions and tax credits

  • E-filing of returns

  • Secure digital copy of your return

  • Support for basic IRS/state letters (not audits)

  • Guidance on payments or refund tracking

Close-up of a printed schedule document on a wooden surface.

Premium

For taxpayers who have fluctuating income and/or expenses from business income, investment income, and/or may have known substantial changes in income and/or deductions for the tax year due to life changes.

  • Standard Income Tax Return Services PLUS

  • Quarterly estimated tax payments

  • Year-round tax planning

  • Annual meeting to discuss tax planning

  • Free Basic Individual Tax Return for dependents up to the age of 19

  • Clean-up or catch-up bookkeeping

  • QuickBooks Online support

Prices starting at

$100

Billed before filing*


*Does not include e-file fee

Prices starting at

$200

Billed before filing*


*Does not include e-file fee

Prices starting at

$400

Billed before filing*


*Does not include e-file fee