Services

Everything filed, reviewed and backed

Pricing depends on the forms your situation needs. You see the fee alongside your finished return — nothing is filed until you approve both.

01

Individual returns

Federal and state preparation for W-2 filers and families, including the credits that most often go unclaimed. We reconcile prior-year carryovers and file amendments where an earlier return missed something.

Federal & stateDependentsEITC / Child Tax CreditEducation creditsAmendments
02

Self-employed & 1099

For gig, contract and freelance income: Schedule C prepared from your records, deductions documented so they hold up, and quarterly estimates set so next year is planned rather than absorbed.

Schedule CMileage & home officeEquipment & suppliesQuarterly estimates1099-K / 1099-NEC
03

Small business

Sole proprietor, partnership, LLC and S-corp returns, with payroll and contractor filings kept in step and books cleaned up before the return is built.

1120-S / 1065Payroll filings1099 issuanceBookkeeping cleanupEntity questions
04

Audit protection

Included with your return. If a notice arrives, we interpret it, assemble the substantiation and correspond with the agency on your behalf rather than handing you a phone number.

Notice responseDocument supportRepresentationFollow-through
05

Free second review

Filed somewhere else and unsure it was right? We re-run the return line by line at no cost. If it was correct we say so; if it was not, we amend it and you keep the difference.

No chargeLine-by-lineAmended returnsUp to three prior years
06

ITIN & first-time filers

W-7 applications and support for anyone filing in the United States for the first time, explained in plain language: what gets filed, what it costs and when the refund arrives.

W-7 / ITINFirst-time filersStudentsNew arrivals
Before your appointment

What to bring

Missing something? Come anyway — we will tell you exactly what is left and you can upload it to the portal later.

The full checklist →

+Photo ID for you and your spouse
+Social Security or ITIN numbers for everyone on the return
+All W-2s for the year
+1099s — NEC, K, INT, DIV, R
+Last year's tax return, if you have it
+Childcare provider name, address and EIN
+Tuition statements (1098-T) and student loan interest
+Mortgage interest, property tax and charitable receipts
+Business income and expense records
+Bank routing and account number for direct deposit
Next step

Start by sending your documents

We prepare the return, then meet with you to finalize — you see the refund and the fee before anything is filed.

Book an appointmentStart your return