Personal returns
Individual tax preparation
1040 · W-2 · maximum refund
Form 1040 preparation for individuals and families, reviewed line by line so every credit and deduction you qualify for is claimed. Our mission is to ensure you receive the maximum refund you deserve.
What's included
- Federal and state Form 1040 preparation
- W-2, interest, dividend and retirement income
- Credits and deductions reviewed for eligibility
- Prior-year return review when available
- Electronic filing and confirmation
What to bring
- Photo ID and Social Security cards
- All W-2s and 1099s for the year
- Prior-year tax return
- Dependent, childcare or education records
- Mortgage, property tax or charitable statements
Ready to start your individual tax preparation?
Book a 1-hour consultation and we'll scope your return, confirm your documents, and get you on the calendar.