Tax Preparation Services
We provide virtual tax return preparation supported by a secure client portal for organizer interviews, document upload, and messaging. Below are common filing needs we help with.
What’s Included in Our Process
- Secure portal access
- Organizer (“interviews”) + document upload
- Review questions (as needed)
- Filing support and next steps guidance
Individual Tax Preparation
- Form 1040 (W-2, 1099, mixed income)
- Dependents + common credits
- Life changes (marriage, relocation, new job)
Small Business Tax Returns
- Self-employed / Schedule C
- Entity returns (add types you plan to support)
- Year-end readiness guidance (as applicable)
