Services

Individual Tax Preparation

Your 1040 prepared, reviewed, and signed by a federally licensed Enrolled Agent — not handed to a seasonal preparer you'll never meet.

Quick answer

We prepare individual federal returns (Form 1040) for employees, families, self-employed professionals, landlords, and investors, including multi-state filings. Every return is reviewed and signed by an Enrolled Agent.

What's included

  • Federal Form 1040 with all required schedules
  • State returns where required (Florida has no personal income tax)
  • Estimated tax calculations for the year ahead
  • 1099-K and marketplace income reconciliation
  • Prior-year review for missed items, with amendments where justified
  • Secure electronic filing and a complete copy for your records
Real estate investors

Rentals bring their own layer: §469 passive-loss limits (and the real-estate-professional exception), cost segregation timing, 1031 exchange windows, and depreciation recapture at exit. We flag all four on every rental return — the Real Estate Investor Tax Guide covers them in plain language.

Buying a home?

Run the numbers before you shop: maximum price by DTI, the full monthly payment with points, the income a target home requires, and a side-by-side quote comparison — free and private in your browser.

Who this is for

  • W-2 employees and families with credits and dependents
  • Self-employed professionals and 1099 contractors (Schedule C)
  • Landlords and real estate investors (Schedule E)
  • Gig, marketplace, and 1099-K income earners

Related services

Filing season without the guesswork.

Request an estimate — we'll open a secure upload for last year's return and quote a fixed fee before any work begins.

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