What we prepare
We handle the full range of personal tax situations, from straightforward W-2 returns to multi-state K-1 income with rental property, investment transactions, and foreign reporting. The return itself is only part of the work; most clients stay because we pick up the phone in May when something unusual comes up.
- Federal Form 1040 and every state return your situation touches
- Estate and trust returns (Form 1041) for executors and trustees
- Amended returns (Form 1040-X) for any year still within the three-year refund window
- Year-round tax planning, not just an April appointment
Filing in all 50 states
Our Boynton Beach office serves South Florida in person, and we file remotely for clients across the country. Federal returns are federal. State returns are where the complexity lives: part-year residency, non-resident income, state-specific credits, and reciprocity rules all get handled without a dozen back-and-forth emails.
How the engagement works
You send us documents through our secure portal or drop them at the office. We prepare the return, send you a draft to review, walk through the numbers on a call if needed, and e-file on your authorization. Most clients finish the process in under two weeks during non-peak months.
Where to start
If you know what you need, go straight to the specific service: personal income tax preparation for the annual 1040, estate and trust returns for executors and trustees, amended returns to fix a prior year, or tax planning for the forward-looking work. If you are not sure which fits, call the office and describe the situation; we will tell you which engagement it is and what it involves before anything is billed.
What it costs
Individual engagements are quoted flat-fee before work starts, based on the forms and states involved rather than an hourly meter. A single-W-2 return costs less than a multi-state return with rentals and K-1s, and you know the number before we begin. If the scope changes mid-engagement because a document surfaces something new, we tell you before continuing.
Common questions
- Do you file in states outside Florida?
- Yes. We file federal returns plus every state return our clients need. That includes part-year state returns, non-resident returns, and multi-state filings for clients who worked remotely across state lines.
- What documents do I need to send you?
- Every return is different, but the core list is W-2s, 1099s, K-1s, brokerage statements, mortgage interest statements, and documentation for any deductions or credits you plan to claim. Our Tax Prep Checklist covers most situations.
- Can you work with me remotely?
- Yes. Most of our out-of-state clients work with us entirely remotely through secure document exchange and phone or video calls.
- What if I have years of unfiled returns?
- That work runs through our IRS Help practice. We file the missing years in the correct order, then bring you back to a normal annual cycle here.
Services in this area
Personal Income Tax Preparation
We prepare federal Form 1040 and every state return your life touches.
Learn moreEstate & Trust Tax Returns
Estates and trusts file Form 1041.
Learn moreAmended Tax Returns
Form 1040-X is how you fix a return you've already filed.
Learn moreTax Planning
Planning is the part of tax work that actually saves money.
Learn moreRelated
Business Tax Services
Corporation, partnership, and S-corp tax preparation with quarterly planning. Forms 1120, 1120-S, and 1065 plus owner K-1s, with multi-state filings handled.
IRS & State Tax Help
Respond to IRS notices, represent you in audits, and resolve back-tax issues. Herman Viglione, EA, is federally licensed to represent you in any state.