Individual tax returns
- Form 1040 with W-2 and 1099 income
- Dependents, childcare, and education credits
- Itemized deductions where beneficial
Services
Professional tax preparation for individuals, families, investors, and select self-employed clients — with clear scope and upfront estimates.
Who we typically work with
Most of our clients want a calm, thorough approach to their taxes — not a rushed filing.
- Busy professionals who want their 1040 handled end-to-end.
- Self-employed consultants and side-business owners with organized records (Schedule C).
- Investors with brokerage activity and equity compensation — accepted based on transaction volume and records.
Secure intake: Please do not email, text, or message SSNs or tax documents. If you choose to proceed after the initial estimate, we invite you to a secure portal for document upload and e-signatures.
Core services
Here are the types of tax work we handle most often.
Investments & equity compensation
- Brokerage accounts and 1099-B reconciliation
- Equity compensation (RSUs, ESPP, stock options)
- Record-keeping guidance for investment activity
Self-employed (Schedule C)
- Schedule C for consultants and freelancers
- Expense categorization and bookkeeping-ready summaries
- Estimated tax and quarterly planning
Note: We accept work based on complexity, transaction volume, and documentation quality. If something is outside our current scope, we’ll let you know upfront.
How pricing works
Our pricing is based on time and complexity — not refund size. We provide a conditional starting price after a quick intake review, then confirm the final price after detailed intake and document review (before we proceed).
- Starting price: Based on your filing situation (single, married, dependents, self-employed, etc.).
- Complexity adjustments: Applied only when work exceeds normal scope (examples below).
- No surprises: Any fee changes are discussed and approved before we proceed.
Common complexity drivers
- Large volume of stock/options transactions or multiple brokerage accounts
- Cryptocurrency activity (trading, staking, NFTs)
- Multiple states, remote work allocations, or part-year residency
- Self-employed bookkeeping cleanup or disorganized records
- Prior-year corrections, carryforwards, or amended returns
Want a quick estimate? Start the short intake and we’ll follow up with a conditional starting price.
Ready for an estimate?
Complete the short intake (3–5 minutes) and we’ll reply with next steps and a conditional starting price.