What a typical engagement looks like
You send us your tax documents through a secure portal or drop them off at the office. We prepare a draft return within seven to ten business days in off-season and two to three weeks in peak. You review the draft, we walk through any questions, and we e-file on your authorization.
Situations we handle regularly
Most of our individual clients have at least one of these going on, often several.
- Multiple W-2 and 1099 income streams
- Rental property with depreciation and passive activity rules
- Investment income, capital gains, and wash-sale tracking
- K-1s from partnerships and S-corporations
- Multi-state returns from relocations, remote work, or snowbird arrangements
- Cryptocurrency transactions on Form 8949
- Foreign income reporting and FBAR where applicable
Pricing
Individual returns are priced by complexity, not by line item. A straightforward W-2 return is less than a multi-state return with rental property and K-1 income. We give you a fixed quote before starting the work.
Common questions
- What if my return is simple, still worth hiring a preparer?
- For the very simplest returns (single W-2, no dependents, standard deduction), filing yourself is reasonable. If you have any of: a business, rental property, investment activity, multi-state situation, or a life event that year, a preparer pays for themselves.
- Do you handle extensions?
- Yes. We file Form 4868 to extend filing to October 15. An extension extends filing, not payment, any tax owed is still due by April 15.
- What about state returns?
- We file every state return your situation requires: primary resident, part-year, non-resident, and reciprocity arrangements. Florida residents with no out-of-state income file federal only.
Related
Estate & Trust Tax Returns
Form 1041 preparation for estates and trusts. We work with executors, trustees, and beneficiaries to file accurately and on time.
Amended Tax Returns
File Form 1040-X to correct a prior year return. We handle federal and state amendments for missed income, deductions, or credits.
Tax Planning
Year-round tax planning for individuals and business owners. We model decisions before they become tax liabilities.