Individual tax preparation
Professional preparation of federal and applicable state individual income tax returns using the information you provide.
YOUR INCOME. YOUR INDIVIDUAL SITUATION.
Tax preparation, built around you.
Explore tax preparation for hospitality workers, including wages, tips, multiple income sources, self-employment, and credits and deductions review.
Tip & wage income review
Review of W-2 wages, reported tips, and relevant income records so your return reflects the required information.
Multiple income sources
Support for clients with more than one employer, multiple W-2s, or additional income that needs consideration.
Credits & deductions review
Review of potentially available credits and deductions based on eligibility, documentation, and current rules.
Self-employment preparation
Preparation support for qualifying hospitality contractors and self-employed workers. Contact us to confirm whether your return is within our service scope.
Document readiness guidance
Know what to gather before you begin. Clear guidance on W-2s, income records, and the materials your preparer may request.
BEFORE YOU BEGIN
A little preparation. A clearer start.
Keep these records ready. Your preparer will identify additional requirements. Use the approved secure process for sensitive documents.
- Government-issued photo identification
- Applicable taxpayer identification information
- All available W-2s and 1099s
- Tip and other income records
- Documents supporting credits or deductions
Ready to file with more confidence?
Contact us for filing availability, service fees, supported tax years and states, and the approved secure intake process.
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