Personal Tax Services
Individual Tax Preparation
Federal and state returns prepared with precision, clear guidance, and secure document handling.
Every client’s situation is different. We review your needs and the scope of work before providing a clear, individualized quote.
Overview
Our individual tax preparation service is built for working professionals, families, gig workers, and anyone who wants their return prepared by a credentialed expert — not a kiosk operator. We review every deduction and credit you legally qualify for, e-file securely, and store your records in your encrypted client vault for instant future access.
- Federal and applicable state return preparation
- Credits and deductions reviewed for eligibility
- Itemized vs. standard deduction analysis
- Dependent, education & childcare credits
- Same-year amended return support
- Direct deposit or paper check refund
- Audit protection add-on available
- Year-round preparer access
How it works
Our streamlined workflow
Step 1
Intake & checklist
Complete a short intake. We assign a preparer and send your personalized document checklist.
Step 2
Secure upload
Upload W-2s, 1099s, and receipts via the client portal or TaxesToGo mobile app.
Step 3
Preparer review
An authorized tax professional reviews the information and prepares a draft return for your approval.
Step 4
E-sign & file
Review the draft, e-sign, and we e-file with the IRS. Track refund status in the portal.
Bank-grade security on every return
Encrypted uploads · IRS-compliant handling · MFA-protected portal