Our certified tax preparers, registered with the IRS and holding valid PTINs, offer meticulous tax preparation services and ensure compliance with all applicable federal and state regulations, based on the information provided by the client.

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What You Will Receive from Our Individual Tax Preparation Service:

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• Complete Review of Your Tax Documents
  We carefully analyze your W-2s, 1099s, bank statements, and any other income or deduction documents to ensure nothing is missed.

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• Preparation of Federal Tax Return (Form 1040)
  We prepare your full federal return, including applicable schedules such as Schedule A (itemized deductions), Schedule B (interest/dividends), Schedule C (self-employment), and Schedule E (rental income), depending on your situation.

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• Preparation of One State Tax Return (if applicable)
  We’ll also prepare and file your state income tax return if your state requires it.

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• Identification of All Eligible Deductions & Credits
  We work to identify every tax credit and deduction you qualify for such as the Earned Income Credit (EIC), Child Tax Credit, Education Credits, or Retirement Contributions.

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• E-Filing with IRS and State
  We file your taxes electronically to speed up processing and refunds  with IRS confirmation of receipt.

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• Refund Tracking Support
  We provide you with refund tracking information and guidance on how to check your IRS and state refund status.

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• Secure Record Storage (Digital Copy)
  You receive a secure, digital PDF copy of your full tax return and any supporting schedules.

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• IRS Compliance Check
  We verify that your return complies with IRS standards to reduce the chances of audits or errors.

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• Year-Round Support
  Even after tax season, we’re available to answer questions about your return, refunds, or future planning at no additional charge.

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• Income & Tax Summary Sheet
  We provide a simple summary page showing your total income, taxes paid, refund/amount due, and highlights for your records or future use.

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• One-on-One Personalized Consultation
  We offer a brief consultation before or after filing to explain your return and answer any questions you may have in your preferred language (English, Spanish, or Portuguese).

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