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Services

Individual tax returns

Accurate, thorough preparation for individuals and families at every income level and life stage. I take the time to find every deduction you're entitled to.

What I prepare

Returns

  • Federal individual returns (Form 1040), e-filed
  • Other states' returns: part-year, nonresident and multi-state
  • Prior-year returns, including years you're behind on
  • Amended returns (Form 1040-X)
  • Returns for a deceased taxpayer or a surviving spouse

Income and situations

  • W-2 employees and retirees
  • Social Security and pension income
  • Investment sales, dividends and cryptocurrency
  • Rental properties
  • Self-employment, from a single 1099 to a full Schedule C
  • K-1s from partnerships, S corporations and trusts
  • Home sales, foreign income and energy credits

Living in Florida

Florida has no personal income tax, so a Florida resident files a federal return only. But the year you move here can still mean a part-year return for the state you left, and a rental or a job up north can mean a return there every year. I handle those too.

More on what's different here in my Florida tax notes.

What it costs

An individual return starts at $175 for a federal return with W-2, 1099, retirement and Social Security income and the standard deduction. Dependents under 20 and full-time students under 24 start at $100. Anything more, such as itemized deductions, a rental or investment sales, is a clearly listed add-on, and anything unusual is quoted before I begin.

See the whole menu

The full fee schedule lists every add-on, or try the fee estimator for a ballpark in about a minute.

How it works

  1. Say hello. Book a short call or fill in the new-client organizer.
  2. Send your documents on the secure upload page. Please don't email them.
  3. I prepare your return, and you can check its status any time.
  4. Review, sign and pay: look over the draft, sign your e-file authorization (Form 8879) and pay online.
  5. Filed. I e-file and confirm when it's accepted, and I'm here all year for letters and questions.

Questions? Let's talk it through.

The first conversation is free, with no pressure. Book a time that suits you, or just call.