Simple Returns

W-2 income, dependents, retirement income, interest and other common tax situations — prepared carefully, explained plainly.

• W-2 wages & withholding
• Interest & dividend income
• Standard deduction optimization

Families

Dependents, Child Tax Credit, childcare costs, education expenses and the changing situations that come with family life.

• Child Tax Credit & dependents
• Childcare & education expenses
• Filing status guidance

Self-Employed & 1099

Independent contractors, sole proprietors and Schedule C businesses — income, expenses and estimated taxes handled properly.

• Schedule C preparation
• Expense categorization
• Quarterly estimated taxes

Rental Property Owners

Rental income, expenses, depreciation, property sales and multiple-property situations, reported correctly.

• Schedule E preparation
• Depreciation schedules
• Property sale reporting

Investors

Stocks, capital gains and losses, investment income and brokerage statements — reconciled against your 1099-B.

• Capital gains & losses
• 1099-B reconciliation
• Dividend & interest reporting

Retirement

Social Security, pensions, IRA distributions and the tax considerations that come with retirement income.

• SSA-1099 & pensions
• IRA distributions (1099-R)
• RMD considerations

Multi-State Returns

Lived, worked or earned income in more than one state? We sort out which state gets what — and why.

• Part-year resident returns
• Nonresident income allocation
• Credits for taxes paid to other states

Prior-Year Returns

Behind on filing? It is more common than you think, and it is fixable. We prepare previous years and get you current.

• Catch-up filing
• Missing document reconstruction
• A calm, judgment-free process

IRS & State Notices

Bring us your tax notice for review. We will explain what it actually says, what it means, and what your options are.

• Notice review & plain-English explanation
• Response preparation
• Honest referral if a matter needs representation beyond our authority