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
How it works
- Say hello. Book a short call or fill in the new-client organizer.
- Send your documents on the secure upload page. Please don't email them.
- I prepare your return, and you can check its status any time.
- Review, sign and pay: look over the draft, sign your e-file authorization (Form 8879) and pay online.
- 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.