Individual & Family Tax Preparation 

W-2 employees, families, and individual investors 

Individual & Family Tax Preparation

Stress-free filing for your personal peace of mind. Tax laws change every year, but your goal remains the same: keeping more of your hard-earned money. We go beyond "plug and play" software to ensure your specific life situation—from homeownership to education credits—is fully optimized.

• Standard & Itemized Deductions: We run the numbers both ways to see which saves you more.
• Family Credits: Expert handling of Child Tax Credits, Dependent Care, and Education expenses.
• Investment Income: Accurate reporting for stocks, bonds, and crypto transactions.
• State & Local Filing: Seamless multi-state filing for those who moved or work across state lines.

Small Business & Freelancer Taxes (Schedule C) 

Freelancers, Gig Workers (Uber/DoorDash), and "Side Hustlers" who haven't formed an LLC yet. 

You’re a business owner—even without the "LLC" after your name. If you work for yourself, the IRS considers you a Sole Proprietor. We specialize in the unique complexities of Schedule C filing, ensuring your business expenses are categorized correctly to lower your taxable income.

• Expense Discovery: We identify deductible "hidden" costs like equipment, software, and marketing.
• Home Office & Mileage: Specialized calculations to maximize two of the largest freelancer deductions.
• Self-Employment Tax Strategy: Planning for the 15.3% SE tax to avoid surprises in April.
• 1099 Reconciliation: Ensuring all your 1099-NEC and 1099-K forms match your reported income.

Amended Tax Returns (Form 1040-X) 

People who forgot a form, made a mistake, or want to claim a missed credit from a previous year. 

Tax Correction & Amended Returns

It’s not too late to fix a mistake or claim a missed refund. Did you forget a W-2? Discover a deduction after you filed? Or did a previous preparer miss a credit? We file Form 1040-X to correct previous years' filings and ensure you aren't leaving money on the table or risking an IRS notice.

• Missed Credit Recovery: We look back at the last 3 years to find unclaimed money.
• Error Correction: Fixing math errors, filing status mistakes, or missing income.
• Penalty Abatement Support: Helping you minimize interest and penalties caused by filing errors.
• Paper & Electronic Filing: We handle the complex logistics of amending both federal and state returns.

Married Filing Jointly (MFJ) 

Jointly or Separately? We run the numbers both ways. 

While "Married Filing Jointly" is the standard, it isn’t always the best choice—especially if one spouse has significant student loans, high medical expenses, or separate business liabilities. We provide a side-by-side analysis to guarantee you choose the status that keeps more money in your pockets.

• Double the Standard Deduction: Protect up to $32,200 of your household income from federal taxes (2026 rates).
• Credit Optimization: Expert handling of the Child Tax Credit, Earned Income Tax Credit (EITC), and education credits that are often unavailable to separate filers.
• Tax Bracket Management: We ensure your combined income is positioned in the most favorable tax brackets possible.
• Joint Investment Reporting: Seamlessly consolidating interest, dividends, and capital gains from shared accounts. 
• Side-by-Side Analysis: We compare the bottom line of Joint vs. Separate filing before we submit.
• Liability Protection: Advice on "Innocent Spouse" relief and how to handle separate pre-marital tax debts.
• Student Loan Strategy: Planning for couples on Income-Driven Repayment (IDR) plans where filing status impacts monthly payments.
• Community Property Experts: Navigating the complex 50/50 split rules if you live in states like CA, TX, or WA.