Service
Individual Tax Preparation
Personal returns prepared carefully, filed securely, and explained clearly.
Utica, NY
The client
Who Is This For?
For individuals and families who need their personal tax return prepared, corrected, or caught up. Includes W-2 employees, self-employed individuals, retirees, and clients with complex income situations.
What we solve
Common Problems We Solve
Unsure what documents to gather or where to start
Missed prior-year filings creating back-tax concerns
Received a letter from the IRS or a state tax authority
Filed incorrectly and need to amend a previous return
Need to file with an ITIN rather than a Social Security Number
Want a professional to review your situation instead of guessing
Scope
What May Be Included
- Federal and state individual income tax return preparation
- Schedule C preparation for self-employed individuals
- Prior-year return preparation
- Amendment of previously filed returns
- IRS notice review and response
- State tax correspondence
- ITIN filing support
- Secure document collection through client portal
Note: Scope may vary based on your situation. The items above represent what this service may include.
The process
How It Works
Complete the intake and tell us about your tax situation.
Upload your documents securely through the client portal.
We review, prepare, and communicate any questions.
Review your return together before anything is filed.
Your return is submitted and confirmation is delivered securely.
Preparation
What You May Need to Provide
- Government-issued ID
- Social Security Number or ITIN
- W-2s, 1099s, or other income statements
- Prior-year return (if available)
- Records of deductible expenses
- Banking information for direct deposit (if applicable)
Questions
Frequently Asked Questions
Ready to begin?
Every engagement is scoped to what you actually need. Get a clear quote before you commit to anything.