Personal Tax Filing - New Client

Service Description

Receive professional assistance in filing your personal tax returns both federally and at the state level with our experienced accountants. Ensure compliance and accuracy with minimal stress. Receive personal service and not have to stress about "contacting customer service, where you can almost certainly be transferred multiple times before receiving a resolution". Please review the Tax Prep Levels below and what each level offers. Individual - W2(s) only - If you only have W2(s) and prefer a more personal service, this saves the hassles that some deal with when utilizing say Turbo Tax, HR Block, Jackson Hewitt etc... Individual - Simple - if you have self-employment income (Schedule C, 1099NECs, 1099MISCs) w/ mostly organized books. If you have Retirement accounts (1099R) Includes filing TX Franchise Tax Reports as well if needed. Individual - Complex - If you have self-employment income that will require cleanup of books (Schedule C, Schedule F, Schedule E) This also includes Farm income, Rental Income. Includes filing TX Franchise Tax Reports as well if needed. Individual - Intricate - All of the above or any of the above, and will require more time to sort through books, may need to rebuild income and expenses from manual saved receipts and or bank statements. Includes filing TX Franchise Tax Reports as well if needed.