Toll-free +1-877-714-1040 Client Portal Payroll Login

Individual & Family Tax Preparation

Your return, prepared by a real expert — and planned to lower next year's, too.

From a straightforward W-2 to a household with rentals, investments, equity compensation, and multi-state income, we make sure every deduction and credit you qualify for is on your return — and that you understand it.

What's included

  • Federal & state Form 1040, including multi-state
  • Investment, rental, and self-employment income
  • Equity compensation (RSUs, options) and major life events
  • Gift-tax returns (Form 709) when needed
  • Prior-year and amended returns