Individual & Family Tax Services
Expert preparation for U.S. residents. We help homeowners, investors, and families navigate the tax code to maximize refunds and ensure compliance.
Families & Homeowners
Maximize your deductions with a professional review of your family's financial life.
- Itemized Deductions: Mortgage interest, property tax (SALT), and charitable giving.
- Credits: Child Tax Credit & Education Credits.
- Life Events: Tax planning for marriage, buying a home, or retirement.
Investors & High Earners
Complex income requires expert reporting to avoid IRS flags and overpayment.
- Stock Options: RSUs, ESPPs, and ISOs reporting.
- Crypto & Assets: Reporting capital gains/losses for cryptocurrency.
- Rental Real Estate: Depreciation schedules and passive loss limitations.
Freelancers (1099)
For those with side hustles or full-time contract work.
- Schedule C: Maximizing business expense write-offs.
- Self-Employment Tax: Calculations and estimated tax planning.
- Home Office: Safe calculation of home office deductions.
We Also Handle Specialized Situations
- Multi-State Filings: If you moved or worked remotely in another state.
- Gift Tax Returns: Form 709 for large family gifts.
- Amendment Filings: Correcting mistakes from prior years (1040-X).
- IRS Notices: Resolution support if you receive a letter.
A Simple, Secure Workflow
No need to drive to an office. Handle everything from the comfort of your home.
Onboard
Complete our secure digital questionnaire so we understand your specific tax situation.
Upload
Snap photos or upload PDFs of your W-2s and 1099s to our encrypted client portal.
Review
We prepare the return and send you a draft. You review the numbers before we file.
E-File
Once approved, we file electronically. Your return is stored permanently in your portal.