Personal Tax Preparation
Personal Tax Preparation for Returns That Have Outgrown Tax Software
A straightforward W-2 return doesn't need a specialist. Rental property, K-1 income, multiple states, equity compensation, or a first year of self-employment usually does. We match you accordingly.
Is this you?
When a personal return needs a specialist
Most individual tax software is built for W-2 employees taking the standard deduction. The moment your return includes rental depreciation, passive-activity rules, multi-state allocation, K-1 income, or equity compensation, the room for costly mistakes — or missed opportunities — grows quickly.
We match you with a tax professional whose day-to-day work already includes the specific complexity in your return, so nothing about your situation is a surprise to them.
It doesn't have to be complicated for you
You don't need to know the tax terminology going in — our questionnaire explains each item in plain language as you go. We do the translating from "what happened in your year" to "what that means for your return."
Common questions
I have a simple W-2 return — is this still for me?
Our firm focuses on more complex situations — business owners, multi-state filers, rental property, and similar. If your return is a single W-2 with no other complexity, you may be better served by a lower-cost preparer, and we'll say so honestly if that's what the consultation reveals.
What if I haven't filed in a year or more?
That's a common starting point. See our catch-up and prior-year returns page, or just tell us in the questionnaire.
Do you handle foreign income or accounts?
Yes — let us know in the questionnaire and we'll match you with someone experienced in that area.