Individual Tax Preparation
Your Form 1040, prepared carefully and explained before it's filed. We'd rather you finish the season understanding what drove your outcome than simply receive a copy of a return.
Start with a focused conversation about the decision in front of you.
Request a ConsultationThe right fit
W-2 employees with something more going on, self-employed filers, landlords, and households in Bowie, Prince George's County, and across the country who want their return prepared by a person, not a kiosk.
What's included
Form 1040 preparation — from straightforward W-2 filings to multi-schedule returns.
Self-employment and side income — Schedule C, mileage, home office, and estimated tax guidance.
Rental and investment activity — Schedule E and Schedule D reporting.
Itemized deductions and credits, reviewed against the standard deduction rather than assumed.
Prior-year, amended, and multi-state returns.
A review conversation before filing, so you know what changed and what to expect next year.
How the engagement runs
Every engagement follows the same path, so you always know where you are in it.
Consultation
We start with a conversation about what you're trying to decide. If we're not the right fit, we'll say so.
Scope & engagement letter
The work, timeline, scope, and pricing are discussed upfront and agreed to in writing before anything begins.
The work
We handle the preparation, review, and filing — in-house, with a single point of contact throughout.
Review together
We walk you through the result and what it means for the next decision, not just hand over a file.
Expected outcome
A finished piece of work you understand, records that hold up to scrutiny, and a clear view of what the next decision requires.
Pricing
Pricing reflects return complexity and the work required. Pricing and scope are agreed to in writing before preparation begins.
Frequently asked
Anything not covered here is fair game during the initial consultation.
- Who prepares my return?
- Returns are prepared in-house by our IRS PTIN-registered preparers. Nothing is outsourced.
- My return isn't simple. Is that a problem?
- No. Schedule C self-employment, rental property on Schedule E, investment activity, itemized deductions, and multi-state filings are routine here. Complexity affects the fee, not whether we'll take it on.
- Can you file prior-year or amended returns?
- Yes. Late filings and amended returns are common engagements, and we'll tell you plainly what the likely outcome and timeline look like before you commit.
- Do I need to come to your office in Bowie?
- Only if you'd like to. Documents are exchanged through a secure portal, and most clients complete the whole process remotely from anywhere in the country.
Let's start with a conversation — no obligation beyond it.
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