Expert Individual Tax Preparation & Strategic Planning

What We Do

We provide accurate and faster tax return preparation for individuals, from W-2 employees with side hustles to high-net-worth investors.

Key Services:

Form 1040 Filing: Precise federal and state return preparation.
Investment & Rental Property: Expert handling of capital gains, dividends, and Schedule E.
Self-Employed Expertise: Specialized support for consultants and solopreneurs using Schedule C
Price starting at $300

The IRS has introduced significant inflation adjustments and legislative updates for tax year 2025 that affect nearly every individual filer.

Standard Deduction Increases: For 2025, the standard deduction has risen to $15,750 for single filers and $31,500 for married couples filing jointly.
New "No Tax on Tips" & Overtime Provisions: Under the One, Big, Beautiful Bill Act, individuals may be eligible for new deductions on qualified tips (up to $25,000) and overtime compensation (up to $12,500 for single filers).
Enhanced Senior Deduction: Adults age 65+ can claim a new temporary "bonus" deduction of up to $6,000 (single) or $12,000 (joint).
2025 Social Security Taxation: While the Combined Income thresholds for Social Security taxation remain (e.g., $25,000 for individuals), the new $6,000 Senior Deduction effectively eliminates taxes on Social Security for approximately 88%-90% of seniors.
Car Loan Interest Deduction: A new temporary deduction is available for up to $10,000 of interest paid on loans for qualified passenger vehicles purchased for personal use

We use a standardized, technology-driven workflow to ensure your filing is not only timely but audit-proof.

Secure Intake & Information Gathering: We begin with a thorough consultation to understand your income sources and provide a tailored checklist for your W-2s, 1099s, and receipts.
Organization & Review: Our team organizes your source documents into a standardized index, ensuring all potential deductions and credits are identified early.
Preparation & Quality Check: We calculate your total gross income and apply the most advantageous tax scenarios. Every return undergoes an internal compliance check to verify accuracy.
Client Strategy Session: Before filing, we meet with you to review the return in plain language, address questions, and discuss planning for the next tax year.
Seamless E-Filing & Support: Once approved, we e-file your return for the fastest processing and provide you with a secure digital copy for your records.

Staying ahead of these dates is essential to avoid penalties and maximize your planning opportunities.

January 26, 2026: The official start of the 2026 tax filing season; the IRS begins accepting 2025 returns.
April 15, 2026: The primary deadline to file your 2025 federal income tax return and pay any taxes owed.
April 15, 2026: Final day to make IRA and HSA contributions for the 2025 tax year.
October 15, 2026: Final deadline for those who filed for a 6-month extension