Individual Tax Preparation
A practical starting point
What should you give your CPA beyond a W-2?
A tax return should reflect your year, not just the documents that arrived in January. A second job, freelance income, a rental property, investment sales, a move, or a change in your household can create questions that a standard document list misses.
We begin with your prior return and a review of what changed, then request the relevant income statements and supporting records. Missing or corrected forms are tracked before final review. Before authorizing filing, you should understand the major income items, payments already made, and any balance due or refund shown on the completed return.
What to agree before work begins
Confirm the returns and states covered, open document requests, and the review process. Discuss whether a separate withholding or estimated-tax review would help you prepare for the next year.
Services we can include
The engagement letter confirms the work, reporting periods, responsibilities, and fee. Select the support you need rather than assuming every item is part of one package.
- Federal and state individual income tax returns (Form 1040)
- Itemized deductions and credit optimization
- Income from W-2, 1099, investments, rentals, and self-employment
- Multi-state and part-year resident returns
- Secure document upload and e-filing
Common questions
What documents do you need from me?
After you book, our intake walks you through exactly what's required for your situation, W-2s, 1099s, prior returns, and any deduction records.
Can you file in multiple states?
Yes, we routinely handle multi-state and part-year resident returns.
Related tax services
Business Tax Preparation
Tax Planning
IRS Notice & Audit Support
Let's discuss the work you need.
Tell us about your situation, the records you have, and any deadlines. We will discuss the right scope and next steps before an engagement begins.