Your personal return, done right and without the hassle
Whether you work for a company, for yourself, or have several sources of income, we prepare your return, review it with you, and file it electronically with the IRS.
What is included
Federal and state returns
Form 1040 with its schedules, and your state return when it applies.
Employment and self-employment income
W-2s, 1099s and other income, including freelance and platform work.
Dependents and credits
We check which credits apply to you, such as the child tax credit and the earned income credit, before filing.
Prior years and corrections
If you are missing returns from past years or need to correct one already filed, we can look at that too.
What we need from you
- ID and Social Security number or ITIN for you, your spouse and your dependents
- A W-2 from each job and any 1099 forms you received
- An income and expense summary if you are self-employed
- Forms 1098 or receipts for interest, child care or education expenses, if they apply
- Your prior-year return, if you have it
Frequently asked questions
Do I have to file if I earned very little?
It depends on your situation. Even when you are not required to, filing can entitle you to a refund or credits. We review it with you in the consultation.
How long does my refund take?
It depends on the IRS and on your case; filing electronically with direct deposit is usually fastest. We cannot promise an exact date.
I work for myself. Does that change anything?
Yes: besides the return, self-employment tax is calculated and quarterly payments are usually a good idea. We prepare it all together.
Shall we talk about your case?
The first consultation is free, in English or Spanish.
Book a free consultation