Our Services
Tax Preparation for Your Unique Situation
We specialize in individual tax returns, especially for people with income that doesn't fit neatly into a W-2
Whether you're a gig worker, freelancer, investor, or have multiple income sources, we'll make sure your return is accurate and you get every deduction and credit you deserve.
Education & Student Expenses
We help you claim education credits and deductions, student loan interest, and other education related tax benefits
Individual Tax Returns
We prepare federal and state individual income tax returns for a wide range of situations, including W-2 employees, 1099 contractors, retirees, students, and more.
Gig Workers & Self-Employed
From rideshare and delivery drivers to freelancers and consultants, we handle the unique tax rules that come with self-employment and 1099 income
Investment Income
We prepare returns that include stock and ETF sales, capital gains and losses, dividends, interest income, and other investment activity.
Dependents & Family Situations
We help you take advantage of credits and deductions related to children, dependents, and other family-related tax situations
Retirement Income
We handle IRA and 401(k) distributions, pensions, Social Security benefits, and other retirement-related income on your tax return.
Health Savings Accounts (HSA)
We incorporate HSA contributions and distributions into your return so you stay compliant and maximize the tax benefits
Estimated Tax Guidance
Self-employed? We can help you understand estimated tax payments and plan throughout the year to avoid surprises.
Prior-Year & Amended Returns
Need to catch up on a past return or fix an error? We can prepare prior year and amended returns and help you understand potential penalties.
What We Don't Do
We focus on individual tax returns. We do not prepare business tax returns, corporate returns, partnership returns, payroll, or bookkeeping. Our specialty is helping gig workers navigate their personal tax situation with confidence.