Services
Individual Tax Preparation
Personal returns, including the owner side of the business return.
Book a free consultationWhat this covers
For most business owners the personal return is where the business return lands. Preparing both together is how the two actually reconcile.
- Form 1040 with all supporting schedules
- K-1 income from partnerships and S-corporations
- Schedule C and Schedule E
- Rental property and investment income
- Multi-state and part-year resident returns
- Estimated payments calculated for the year ahead
How it works
- A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
- A written scope and a price. Based on your actual transaction volume and account count — not a tier.
- Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
- A fixed rhythm. You know what lands, and when.
Common questions about individual tax preparation
Can you do my personal return if you do my business books?
Yes, and it is the usual arrangement. The K-1 flows straight through.
What do you need from me?
Prior year return, income documents and anything that changed. We will send a short list rather than a generic organiser.
Ready to sort out individual tax preparation?
Book the free consultation and you will leave the call knowing the scope, the price and the timeline.
Mo answers his own phone. Same-day reply, every time.