What we commonly help with
Individual returns can involve wages, self-employment, retirement income, investments, rental property, education, dependents, health insurance, credits, and estimated-tax issues.
- Current-year federal and state returns
- Self-employment and Schedule C activity
- Rental property and depreciation records
- Investment and retirement reporting
- Dependents, education, and family-related tax items
- ITIN applications and renewals through our IRS-authorized Certifying Acceptance Agent (CAA) service
When prior-year issues are involved
If you are behind on filing or a prior return contains an error, we can review the filing history first so the current return is not prepared in isolation.
Bring prior returns and IRS or state notices when available. They often provide important context for the current filing.
Common questions
Can you prepare more than one tax year at the same time?
Often, yes. We first identify which returns are required and what records are available for each year.
Do you work with self-employed taxpayers?
Yes. We prepare returns involving self-employment and can review business income, expenses, estimated taxes, and recordkeeping.
This page provides general educational information. Tax results and representation options depend on the taxpayer's specific facts, records, account status, and current law.