U.S. Individual Tax Return Preparation

Taxes — clear, careful, and on time. for clients across the United States.

W-2, 1099, Schedule C, and other tax situations Documents are shared through a secure client portal The result is explained clearly before filing
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Our tax practice

A brief look at the practice, our approach, and how the workflow is organized from first contact to filing.

Careful tax return preparation for routine and non-standard situations.

Diana Stelmakh Tax Services LLC is a tax practice specializing in U.S. individual tax returns. We work with clients in the U.S. and abroad, including situations where the obligation to file a U.S. tax return continues while living in another country.

We pay particular attention to nonstandard and cross-border situations, where the tax result can turn on details that are easy to miss. Our approach is practical: understand the facts first, review the supporting documents, and only then determine which filing and reporting requirements actually apply.

Clients in the U.S. and abroadremote service format
States and availabilitystate-by-state availability review
Electronic Return OriginatorIRS e-file provider lookup

How it works

Four steps from initial contact to filing: we first understand the situation, then identify the documents, receive them securely, and review the result with you.

1

Describe your situation

Start with a short message or a free 15-minute initial call. A general description is enough - no sensitive data is needed.

2

Prepare documents

Get a focused list of the forms and supporting documents we need.

3

Transmit documents

After the initial contact, we will provide a secure upload method.

4

Review and authorize filing

We prepare the return, explain the result, and e-file after review, signature, and payment.

Situations we help with

You do not need to know every form in advance. Briefly describe your situation and we will explain which documents are needed.

W-2 and standard 1040

Employment income, common income forms, standard deductions, and typical individual tax situations.

1099 / Schedule C

Self-employment income, business expenses, and organized reporting of income and costs.

Families and tax credits

Review of applicable credits and supporting documentation.

Multiple states

When there was a move, work in another state, or income from more than one state.

Income outside the U.S.

For clients who live in the U.S. but have income in another country: work, business, rental income, interest, or other payments.

Foreign accounts / FBAR

If bank or investment accounts remain outside the U.S., we check whether separate FBAR / FinCEN reporting may be required.

Prior-year returns

We prepare or amend prior-year returns, reviewing each tax year separately.

IRS letters

Initial review of an IRS notice, response deadlines, required documents, and possible next steps.

Learn more about U.S. tax return preparation

Pricing starting points

Starting guidelines for common situations. Exact fee after completing the questionnaire and initial document review.

Basic return

from $200

A typical individual return with W-2 and standard forms.

1099 Income / Schedule C

from $350

For freelancers, independent contractors, and small businesses with Schedule C income and expenses.

Complex situations

from $550

Foreign income, foreign bank accounts / FBAR / FinCEN, multiple states, and other non-standard situations.

What can affect the final fee

The base price is a starting point. A $50 document review deposit is paid before review begins; the remaining balance is due before final filing authorization/e-file or delivery of the completed return.

Preliminary fee calculator A few general questions without income amounts or other sensitive information. The calculator totals only unambiguous pricing items.
Important note

The listed prices do not form an exhaustive price list. The final fee depends on the amount of information provided, the number and type of tax forms, states involved, additional review needed, and the quality of prepared documents. For an exact calculation, we will ask you to complete a short questionnaire and upload the necessary documents through a secure channel. After the initial document review, we will confirm the scope of work and the final fee.

Common questions

Short answers to questions clients usually ask before starting.

Getting started

This is my first U.S. tax return. Where do I start?

Start with a short description of your situation: status, income sources, family/dependents, states of residence, and any foreign income or accounts.

When is it better to contact you early instead of waiting until the last minute?

It is better to reach out early for 1099 / Schedule C work, Marketplace coverage, foreign income or accounts / FBAR, multiple states, complex child or dependent situations, an IRS letter, or prior-year returns. These situations often require additional fact and document review.

Can we start if not all documents are ready yet?

Yes. You can start by describing the situation, but preparation and filing require complete documents and support for income, deductions, and credits.

Do I need to file if my income was small?

It depends on income type, filing status, withholding, self-employment, and possible credits. Even a small amount of income may need review.

How do I choose a filing status?

Filing status depends on marital status, dependents, and the facts of the year. If there is uncertainty, it should be checked before calculating the return.

What if I recently arrived in the U.S. or changed status?

We need to review entry dates, immigration status, tax residency, foreign income, and possible reporting requirements.

Documents and security

How can I send documents?

Documents are shared through a secure client channel. Sensitive documents should not be sent openly through regular email or messengers. After the initial contact, we will explain the secure way to send documents.

Why should SSN and tax documents not be sent by regular email?

SSN, W-2, 1099, ID, and tax documents contain sensitive data. These files should be transmitted through a secure method after the initial contact.

What if a 1099 or another form has not arrived yet?

We first check whether the form is expected and what income records are available. Before filing, the data should be complete to avoid missing income or amending later.

Should I keep documents after filing?

Yes. Keep a copy of the return and supporting records for income, deductions, credits, children, business activity, foreign accounts, and IRS letters.

Fees and timing

What affects the price?

Forms, states, income sources, Schedule C activity, foreign income, foreign accounts, and any additional explanations required.

How long does preparation take?

Timing depends on the complexity of the return and whether the documents are complete. After the initial review, we provide a realistic estimate.

Return preparation and filing

Can W-2 and 1099 income be filed together?

Yes. W-2, 1099, and other income forms are reported within one individual return when they belong to the same taxpayer.

What if I had Marketplace health insurance?

Form 1095-A is required. A return with Marketplace coverage can be incorrect without it, especially if the advance premium tax credit was received.

Can a prior-year return be amended or prepared?

An amended return or prior-year filing depends on documents, deadlines, and the reason for the correction. We first review the original return and new information.

Can the return be filed without my final confirmation?

No. Before filing, the client must have the opportunity to review the return and sign the required authorizations. A return is not filed without the client’s final confirmation.

Special situations

Do you work with 1099 income / Schedule C clients?

Yes. Schedule C requires income records, categorized expenses, and supporting documents such as mileage, supplies, software, insurance, home office, and other costs.

What if I moved between states?

We review move dates, states of residence and work, state W-2 details, and remote-work facts. This may affect state returns.

What if I have foreign income?

These situations must be reviewed based on the facts: country, type of income, foreign taxes already paid, and supporting documents.

Do foreign accounts need to be reported?

In some cases, yes. If you have bank or financial accounts outside the U.S., we separately check possible FBAR / FinCEN reporting.

Can I contact you about an IRS letter?

Yes. You can start with an initial review of the IRS notice. We will look at what is being requested, the response deadlines, and which documents may be needed. If the issue is outside the scope of an initial review or requires separate professional representation, we will say that in advance.

Service format

Can we work together if I am outside the U.S.?

Yes. We work with clients in the U.S. and abroad when the client still has an obligation to file a U.S. individual tax return. In these situations, we separately review tax status, income sources, documents from another country, and possible reporting for foreign accounts or income.

Do you work remotely?

Yes, we work remotely with clients in the U.S. and abroad. Federal returns can usually be prepared remotely; for state returns, we separately review applicable state requirements.

Which services are outside your scope?

The main focus is U.S. individual tax returns. Payroll, sales tax, corporate returns, and full bookkeeping are not included in standard Form 1040 preparation. If a matter is outside our scope, we will say so before preparation begins.

Resources

Short resources about documents, income types, and common tax situations. This is general information, not individual advice.

What documents are needed for a tax return

Key forms and supporting records to prepare in advance.

W-2, 1099, and Schedule C

A brief explanation of wages, 1099 income, and Schedule C situations.

Foreign income outside the U.S.

What to discuss before filing if you had income or documents outside the U.S.

FBAR / FinCEN: foreign accounts

When foreign financial accounts should be reviewed separately before filing.

Children, dependents, and tax credits

Facts and records that may be needed when children or dependents are claimed.

Mileage log and business use of a car

What to track for business vehicle use, mileage, and related expenses.

What to do if you receive an IRS letter

How to review the notice, response deadline, and documents that may be needed.

Form 1095-A and Marketplace coverage

When Form 1095-A is needed and why it should be checked before filing.

Estimated tax payments

When 1099 / self-employed income should be reviewed before year-end.

Prior-year and amended returns

When you need a prior-year return and when an already-filed return may need correction.

Contact

Choose a convenient way to reach us or send a short message.

Start with a short message

Describe what you have: W-2, 1099, Schedule C, income outside the U.S., foreign accounts, an IRS letter, or another question. We will then suggest the next step.

Phone+1 (469) 432-1559 WhatsApp+1 (469) 432-1559 Telegram@DzianaStelmakh

Do not send SSN, W-2, 1099, ID copies, or other tax documents through this form or regular email. After the initial contact, we will provide a secure way to transmit documents.

Your message will be sent to Diana Stelmakh Tax Services LLC. If the form does not work, email us directly at info@dstserv.com.