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Individual &
family returns.

Whether it's a single W-2 or a return with rentals, stock sales, and a side business, we prepare it carefully, explain it clearly, and e-file it once you've approved every page.

Start my return
Tax forms and a calculator ready for preparation

Situations we handle every season

Wages & benefits

W-2s, HSAs, dependent care, education credits, and the child tax credit.

Investments

Stock and crypto sales, dividends, cost-basis corrections, and wash sales.

Rental property

Schedule E, depreciation schedules, and short-term rental rules.

Self-employment

Schedule C for freelancers, gig workers, and side businesses, including home-office and vehicle deductions.

Retirement

Social Security, pensions, IRA distributions, required minimum distributions, and Roth conversions.

Multi-state & movers

Part-year resident returns for people who moved to Florida from states with income tax.

The process

Four steps.
No guesswork.

  1. 01

    Upload

    Use our personalized checklist and secure portal.

  2. 02

    Prepare & review

    Your preparer drafts the return; a second team member reviews it.

  3. 03

    Walkthrough

    A 15-minute call comparing this year with last and answering questions.

  4. 04

    Sign & file

    E-sign Form 8879; we e-file and confirm acceptance.

Questions

What if I'm missing a form?

We'll identify what's missing compared with last year and, where possible, request a wage-and-income transcript from the IRS to fill gaps.

Can you amend a return someone else prepared?

Yes. Generally you can amend within three years of the original filing date to claim a refund. We'll review the original and tell you whether an amendment is worth it.

Do you file extensions?

Yes. An extension gives more time to file, not to pay, so we'll estimate any balance due and help you pay it by April 15.

Ready when you are.

Book a consultationSee the document checklist