Individual Tax Preparation
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They’re the only people I’ll trust to do my taxes. Definitely recommend
Clarissa Garcia
Sandy, UT • September 2023
Individual Tax Preparation
We specialize in precise 1040 tax filing and proactive planning tailored to families, professionals, and households with multiple income sources. Whether you’re navigating the complexities of multi-state tax returns, managing rental property income, or handling K-1s, we ensure everything is addressed efficiently, eliminating the stress of the last-minute April rush. With our year-round guidance, you’ll have the clarity and support needed to make informed decisions throughout the year, helping you plan strategically instead of simply filing your taxes.
Multi-State Returns & Life Changes
Whether you’ve relocated, work remotely, or own property in another state, we help navigate multi-state tax requirements and keep your filings compliant.
Rental Properties & Investment Income
We review rental activity, Schedule E filings, K-1s, and investment income to maximize available deductions and ensure accurate, organized reporting.
Prior-Year Tax Filing Catch-Up
If you’re behind on filing, we can help. We’ll gather and organize your documents, prepare any missing returns, and bring you current with confidence.
What you’ll need
- W-2s, 1099s, K-1s, and other income documents
- A copy of your prior year’s tax return
- Rental property income, expenses, and depreciation records
- Documentation for HSA, 529 plan, and retirement contributions
- Dates and details of any moves or changes in state residency