Phoenix-based · Serving clients nationwide(602) 268-0611

Individual tax preparation

A clear, careful approach to your tax return.

From a straightforward annual filing to returns involving investments, rentals, self-employment, or multiple states, we help you file confidently and understand what the numbers mean.

More than data entry

A tax return should be accurate, complete, and understandable. We review the information you provide, ask focused questions when something needs clarification, and prepare the federal, state, and applicable local returns included in your engagement.

Our goal is to keep the process organized while paying attention to planning opportunities that may affect the year ahead.

What the service can include

  • Federal, state, and local individual income tax returns
  • Itemized deductions and tax credits
  • Investment, retirement, and rental activity
  • Sole proprietor and independent-contractor income
  • Estimated tax calculations when appropriate
  • Electronic filing and secure document exchange
Pricing: Individual tax return preparation starts at $200. Final pricing depends on the forms required, complexity, and condition of the records.

What to expect

01

Start

Complete the intake form and tell us what changed during the year.

02

Upload

Share documents securely through SmartVault.

03

Review & file

We prepare the return, resolve questions, review the result, and file with your approval.