Services
U.S. tax return preparation
An overview of individual U.S. tax preparation services. Choose a topic that fits your situation or start with a general inquiry.
Next step
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.
How to use this overview
If you are unsure which forms or services you need, use this page to choose a direction. More than one topic may apply to the same tax year.
Preparation services
What to prepare
For overall return preparation, start with the general checklist. Additional documents depend on your income and the services you need.
How we determine the scope
After a general description of your situation, we identify which areas need to be reviewed together and which involve separate reporting or another tax year.
Helpful resources
How it works
The workflow and secure document transfer are described in “How it works.” View the workflow
Documents are transmitted only through a secure method after the initial contact.
Common questions
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.
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.
When do I need to reach out early rather than wait until the last minute?
The tax filing season generally begins in the second half of January. 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.