Individual Tax
Individual tax preparation for real-life complexity
We prepare federal and state returns for individuals and families, with particular attention to residency, investments, rental property, visa transitions, and prior-year corrections.
Who We Help
A good fit for
This service is designed for personal income tax filings, including returns that require more than basic W-2 entry.
- Individuals and families filing Form 1040 or 1040-NR
- F-1 and J-1 students, scholars, and work-visa professionals
- Employees with RSUs, ESPP shares, brokerage activity, or multi-state wages
- Rental property owners and taxpayers correcting prior returns
Core Filing
Federal and state individual returns
The return is built around your complete filing picture, not one form at a time.
- Forms 1040 and 1040-NR, plus applicable state returns
- W-2, 1099, interest, dividends, capital gains, and foreign tax credits
- Education, dependent-care, and other family-related tax items
- California residency and filings involving additional states
Special Situations
Students, visa holders, investments, and rentals
These situations often change the forms, tax residency analysis, or supporting records required.
- 1040-NR versus 1040 analysis, Form 8843, 1042-S, and treaty coordination
- F-1, J-1, H-1B, L-1, O-1, and green-card transition years
- RSU and ESPP reporting, 1099-B basis review, and investment sales
- Schedule E rental reporting, depreciation review, and catch-up issues
Corrections
Amended and prior-year returns
When a prior filing needs correction, we first identify what changed and what related forms may also be affected.
- Form 1040-X amended returns and supporting explanations
- Prior-year filing gaps and state return corrections
- Review of notices or adjustments connected to the return
- A written scope that identifies each included tax year and filing
Quoting
What affects the quote
Fees depend on the number of tax years and states, investment activity, rental properties, residency questions, record condition, and any additional international forms. We confirm the scope before work begins.
Our Process
How the engagement starts
Submit the public inquiry form with the service, tax years, states, and any known deadline.
We identify the filings and information needed to prepare a written quote.
After engagement, you receive secure portal access for tax and identity documents.
We prepare the agreed work, review key items with you, and provide filing instructions.
Next Step
Start with a short case summary
The public form asks only for the service, tax years, states, and any known deadline. Sensitive documents are collected through the secure portal after engagement.