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Individual Tax Returns

Individual Tax Returns prepared with care.

We prepare your US individual tax return from your source documents, with the schedules, credits and workpapers it needs, for residents and nonresidents alike.

Individual Tax Returns

Individual Tax Returns
Handled end to end

Founder-led, end to end

What's included

Handled, end to end.

  1. 01Forms 1040, 1040-SR, 1040-NR and amended 1040-X
  2. 02Schedules 1, 2, 3, A, B, C, D, E, F and SE as needed
  3. 03W-2, 1099, self-employment, investment, rental and K-1 income
  4. 04Itemized deductions, dependents and education or child credits
  5. 05Basis, capital gains, passive losses (8582), QBI (8995) and carryforwards
  6. 06Nonresident returns and estimated tax planning support

The process

Three steps. Nothing hidden.

1

Tell us about your business

Share a few details about your goals and situation. We confirm what you need and the best way to do it.

2

We prepare and file

Our team prepares the documents, handles the filings and keeps the paperwork accurate and compliant.

3

Track progress and receive documents

Get updates along the way and receive your finished documents, ready to use.

Questions

Good to know.

Yes. We prepare Form 1040-NR and coordinate filing for foreign persons. Treaty positions and complex cross-border reporting are reviewed case by case.
Yes. Send us the years involved and we will review them and prepare Form 1040-X where needed.

Start today

Ready when you are.

Tell us what you need. You get a clear plan and quote from our founder.