Individual Tax Return Services
For Personal Tax Filings Without a Business Entity.
Filing your personal taxes shouldn’t feel overwhelming. This page is designed for clients completing a Form 1040 without a business. If you earn wages, retirement income, or investment income and do not have an LLC, you’re in the right place.
This page is for:
W-2 employees
Retirees and Social Security recipients
Students and first‑time filers
Individuals with dependents or tax credits
Anyone filing a personal return only
If you have a gig, side‑hustle, freelance or consulting income, or operate an LLC (including single‑member LLCs) or an S‑Corp, please start by completing the Individual Client Intake Form. Afterward, please visit our Business Tax page to complete the Business Intake Form, which allows us to gather the accurate business‑specific information needed to prepare your return correctly.
Our goal is to make your filing process simple, accurate, and stress‑free, with clear communication and support at every step.
Note: If we are preparing both your individual and business tax returns, you will need to complete both intake forms.
To complete your Individual Client Intake, please follow the steps below:
Click the link below to access the Individual Client Intake Form.
Fill out all required sections and upload any supporting documents requested within the form.
If we need any additional details or clarification, we’ll reach out to you by email.