Tax returns prepared, reviewed and signed by the person you actually talk to
We prepare federal and state returns for individuals, families, retirees and self-employed people in [City, ST] — and we are still here in July when a letter shows up.
You get the fee before the work starts, a copy of everything that was filed, and a straight answer about what changed this year and why.
What we prepare
Individual federal and state returns
Form 1040 with wages, interest, dividends, retirement income and Social Security benefits, plus the state return that goes with it.
Self-employed and gig income
Schedule C, Form 1099-NEC and Form 1099-K, home office, mileage, and the quarterly payments that come with working for yourself.
Rental property
Schedule E, depreciation, repairs against improvements, and what happens to all of it when you sell.
Households with credits
Child Tax Credit, education credits, child and dependent care, and Head of Household — the returns the IRS asks preparers to document on Form 8867.
Marketplace health insurance
Form 1095-A reconciled on Form 8962. It quietly moves more refunds than any other single line on the return.
Prior year and amended returns
Years that were never filed, and Form 1040-X when something was wrong or a form arrived after you signed.
How working with us goes
A quoted fee, first
You hear the price before we start, not after the return is finished.
A signed return
We sign your return and print our Preparer Tax Identification Number on it, which is what a paid preparer is required to do.
Everything back in your hands
The filed return, every schedule, the electronic filing acceptance, and a list of what to keep.
Plain language
What changed, what to expect next year, and what to do differently between now and then.
Open after April
Notices, amendments and estimated payments do not follow the filing season, so neither do we.
Self-employed? Your tax year has four dates, not one
Estimated tax payments are generally due April 15, June 15, September 15 and January 15, and skipping them is penalised even when the return itself is perfect.
Under IRC section 6654 you generally avoid an underpayment penalty by paying at least 90 percent of this year's tax or 100 percent of last year's — 110 percent if your prior year adjusted gross income was over $150,000. We set those figures with you at filing time and hand you the vouchers.
Opened a letter from the IRS?
A notice is not an audit. The notice number is in the upper right corner, and almost every letter carries a respond-by date.
Do not send money before someone reads it. A CP2000 is a proposal, not a bill, and proposals are sometimes wrong.
How your documents are handled
Not by email
We do not accept wage statements, Social Security numbers or bank details through email, through text, or through the form on this site.
Ways that work
Encrypted upload, in person, or by mail. Whichever suits you, and we will walk you through it once.
Your information stays yours
Federal law bars a preparer from using or disclosing your return information for anything other than preparing your return without your written consent. We do not ask for that consent.
Kept, then destroyed
We hold what we are required to hold, protect it while we hold it, and dispose of the rest on a schedule.
What it costs
Flat fees per return, filed federal and one state. You get the number before any work begins.
Individual return — $___
Wages, the standard deduction, one state, filed electronically, with a full copy back to you.
Itemised or credit-heavy return — $___
Schedule A, education credits, child and dependent care, or Marketplace insurance to reconcile.
Self-employed or rental — $___
Schedule C or Schedule E, depreciation, and next year's estimated payments set up for you.
Business or multi-state — quoted
Send last year's return and we will quote a fixed number before any work starts.
Questions we get every week
Can I still file if I cannot pay?
Yes, and you should. Filing late and paying late are two different penalties under IRC section 6651, and the late-filing one runs at ten times the rate of the late-payment one.
How fast is my refund?
Only the IRS knows, and its own refund tracker is the honest answer. By law, a refund on a return claiming the Earned Income Tax Credit or the Additional Child Tax Credit cannot be released before the middle of February.
Can you fix an old return?
Usually. A refund claim generally has to be filed within three years of filing the return or two years of paying the tax, whichever is later.
Do you file electronically?
Yes. You sign Form 8879, we transmit, and you get the acceptance confirmation in writing.
Get in touch
New here? Tell us who will be on the return, which states you lived or worked in, what kinds of income you had, and whether a letter has already arrived.
Phone
[your phone number]
[your email address] — messages only, please, never documents.
Office
[street address, City, ST ZIP]
In season
[days and hours, late January through April]
Off season
[days and hours]