What this service covers
Personal tax preparation is for clients who want their return handled accurately, with supporting documents reviewed before filing.
01
Document intake
W-2s, 1099s, dependent details, education forms, deduction support, and prior-year context are organized before preparation starts.
02
Return preparation
Income, deductions, credits, and filing details are reviewed with a focus on accuracy and available tax benefits.
03
Final review
You receive a clear walkthrough of the return, next steps, records to keep, and items to watch for the following year.