Personal Tax Returns
Individual federal and state tax return preparation covering all income sources, deductions, and credits. Straightforward pricing with no surprises.
What This Is
Individual federal and state tax return preparation that accounts for all your income sources, deductions, and credits. Whether you have a straightforward W-2 situation or something more involved like self-employment income, rental properties, or investment gains, the return gets prepared accurately and filed on time.
This isn’t a tax software subscription where you’re on your own trying to answer questions you don’t fully understand. Someone with accounting experience reviews your situation, prepares the return, and makes sure nothing gets missed or entered incorrectly.
What Gets Handled
What Gets Handled
W-2 wages, 1099 income, self-employment earnings, rental property income, investment gains and dividends, retirement distributions. All the schedules needed to report your specific situation. Deductions and credits you qualify for. Federal return plus Texas has no state income tax, but if you have filing requirements in other states, those get handled too.
How It Works
How It Works
You provide your tax documents and answer a few questions about your year. The return gets prepared, reviewed for accuracy, and sent to you for approval before filing. Questions that come up during preparation get addressed directly with you rather than guessed at.
Why This Matters
Tax software makes it seem simple until you hit a question you don’t know how to answer. Did you materially participate in that rental activity? Is this income subject to self-employment tax? Should this be reported on Schedule C or Schedule E? The software asks, but it doesn’t explain the consequences of getting it wrong.
The other issue is what you don’t know to look for. Tax software will take the standard deduction automatically unless you tell it otherwise. It won’t ask about the home office you forgot to mention or the education credit you might qualify for. It processes what you enter, which assumes you know what to enter in the first place.
The Complexity Problem
The Complexity Problem
Multiple income sources means multiple schedules and forms. Self-employment income triggers estimated tax requirements. Selling investments means calculating cost basis and holding periods. Each layer adds opportunities to make mistakes that either cost you money or trigger IRS notices down the road.
The Missed Deductions Problem
The Missed Deductions Problem
People miss deductions they’re entitled to because they don’t know they exist. Home office expenses, vehicle use for business, health insurance premiums for the self-employed, educator expenses. Small things individually, but they add up when you know what to look for.
What Changes
Your tax return gets prepared by someone who understands what the questions actually mean and how to answer them correctly. You’re not guessing whether you checked the right box or hoping the number you entered was in the right field. The return is reviewed before filing, not just auto-submitted and hoped for the best.
If something looks unusual or needs clarification, you hear about it before it becomes a problem. And if questions come up after filing, you have someone to call who actually prepared your return and knows your situation.
Accurate Returns
Accurate Returns
Every income source reported correctly. Every deduction and credit you qualify for claimed properly. Schedules completed accurately based on your actual situation rather than your best guess at what the software was asking. Returns that hold up if the IRS ever has questions.
Clear Pricing
Clear Pricing
Starting at $199 for straightforward returns. Additional schedules are $99 each, so you know what to expect based on your situation. No surprise fees at the end. No pressure to buy add-on services you don’t need. Just honest pricing for professional tax preparation.
Greater Houston's Small Business Bookkeeping Partner
The Next Step:
A Quick Conversation
Tell us about your business and what you need help with. We'll listen, ask a few questions, and give you a straightforward quote.