Individual Tax Preparation

Individual tax preparation, handled by a CPA

Your federal and California returns prepared, reviewed and explained — with the questions asked up front that keep deductions from being missed and letters from arriving later.

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Who this is for

Households with W-2 income who want the return done right and someone to call if a notice arrives
Self-employed people, contractors and freelancers with Schedule C income and quarterly estimates
Landlords and real estate investors dealing with depreciation, basis and passive activity limits
Investors with brokerage activity, RSUs, stock options, ESPP or crypto transactions
People who moved, worked across state lines, or need multi-state returns
Anyone with unfiled prior years or an amended return to file

What's included

Prior-year review: Your last return is reviewed for missed items and carryforwards before this year's work begins.
Federal and state preparation: Form 1040 and California returns, plus any additional states your situation requires.
Document checklist: A tailored list so you're not guessing what to gather, exchanged through a secure channel.
CPA review: Every return is reviewed before filing, not just run through software and sent out.
A walkthrough: We go through the result with you — what drove the number, and what to expect next year.
Estimated payment guidance: If you owe or your income shifted, you leave knowing what to pay and when.

How it works

A straightforward process

01
Consultation
A short conversation about your income, life changes and any open issues, followed by a written quote.
02
Documents and preparation
You upload your documents securely; we prepare the return and come back with questions.
03
Review, file, plan
We walk through the return, e-file after your approval, and flag what to change for next year.

Questions we hear often

What documents do you need to start?

Typically last year's return, your W-2s and 1099s, brokerage and retirement statements, mortgage and property tax records, records of any self-employment income and expenses, and details of anything unusual that happened during the year. You'll receive a checklist tailored to your situation.

Can you prepare a prior-year or amended return?

Yes. Unfiled prior years and amended returns are common engagements. We'll identify which years are outstanding and work through them in an order that limits penalties and interest where possible.

I received a notice from the IRS or FTB. Can you help?

Bring it to the consultation. Many notices are routine and resolved with a written response and supporting documentation; we'll tell you what the notice actually says and what it will take to resolve.

Do you handle returns with multiple states?

Yes — moves, remote work across state lines, and out-of-state rental property all create multi-state filing questions that are handled as part of the return.

Other services

Let's talk about your taxes

Tell us a little about your situation and what you need help with. We'll follow up to set up an introductory consultation.