Client portal Book a consultation

Tax · A defined engagement

Individual tax preparation

Personal tax preparation starts with understanding what changed: work, family, investments, and the records behind them. The engagement is shaped around your return, not a generic checklist alone.

Explore the details

What the work includes

A useful result,
clearly defined.

These are the deliverables to discuss when agreeing on your scope.

  1. 01

    A tailored record request

    A list of information needed for the year and the agreed federal and state filing scope.

  2. 02

    Preparation and questions

    Preparation from the information supplied, with follow-up on incomplete or inconsistent items.

  3. 03

    A review before filing

    A walkthrough of the return and the items requiring your confirmation before any authorized filing.

When it fits

Does this sound familiar?

  • You want help organizing the information for your personal return.
  • Your circumstances changed and you need to explain the full picture.
  • You want to understand the prepared return before authorizing filing.

A useful distinction

The return is personal. The scope should be, too.

Business income, property activity, or earlier unfiled years may require more than the initial personal-return scope.

This year’s return
The agreed year, information, and jurisdictions.
Additional work
Bookkeeping, prior-year filings, planning, and notice support are discussed separately.

Prepare for the conversation

The records behind the work.

  • Prior-year return, if available
  • Income statements and relevant supporting records
  • Details of significant changes during the year
  • Any tax correspondence affecting the agreed filing scope

Gather these for an agreed secure handoff. Do not send sensitive documents through this website.

How it moves forward

  1. 01

    Confirm the scope

    Discuss the year, filing needs, and record checklist.

  2. 02

    Prepare and clarify

    Review the information and resolve preparation questions.

  3. 03

    Review and authorize

    Explain the return and obtain the required approval before filing.

Before we begin

A few useful answers.

Can you guarantee a refund?

No. A refund or balance due depends on your circumstances and the information applicable to the return.

What if I also work for myself?

Tell us at the start so the business activity and supporting books are considered. The self-employed service describes that additional scope.

Connected services

Keep the whole picture in view.

Self-employed taxesMake sense of business income, expenses, and filing requirements.Prior-year returnsTake a clear next step on unfiled returns.Tax planningDiscuss what is ahead before it is time to file.

The next conversation

Start with your situation.

Identify the records, the periods, and the question you want to answer. We can then discuss a scope and fee.

Online scheduling is being prepared. No appointment is booked through this page.

Find your starting point Consultation availability

Information on this website is general and is not tax advice. Tax advice is provided only after an engagement is signed. Outcomes depend on your individual circumstances.