Individual returns
Support for personal tax filing questions and preparation intake.
Seasonal Tax Services Update
Tax Prep Scheduling Reopens in September
We are temporarily pausing active tax-prep scheduling while we reposition our services for the upcoming season. Tax preparation remains one of our core services, and appointment scheduling is expected to reopen in September.
In the meantime, you may still contact us for prior-year filing questions, small business tax planning, document readiness, or to be added to our reminder list.
Tax service information
Small business tax prep
Guidance for sole proprietors and small businesses.
1099 and contractor support
Help organizing 1099 income, expenses, and documentation.
Prior-year returns and extensions
Assistance with prior-year filing needs and extension planning.
Tax planning consultation topics
- Estimated payment planning
- Business expense tracking setup
- Document organization
- Basic recordkeeping practices
Document checklist
- Income documents (W-2, 1099, business records)
- Expense and deduction records
- Prior-year return copy
- Entity information for business filers