Who This Is For

This service is a strong fit if you want a clean tax return and a process that stays organized.

W-2 + 1099 filers

Employees, contractors, or mixed income — we confirm what applies and prepare the return.

Self-employed + side hustles

We focus on income support, expense categories, and clean documentation.

Small business owners

We prepare the filing with a checklist-first process so you’re not scrambling at the end.

Behind on years? Start here: File Back Tax Returns.

How Tax Preparation Works

Three steps. Clear handoffs. No confusion.

1

Confirm your filing needs

We identify what return(s) you need and what documents apply to your situation.

2

Follow the checklist

You upload what you have. If anything is missing, we map the next best move.

3

Prepare + file

We complete the return and keep the process organized so you feel clear on next steps.

Tax Prep Document Checklist

Bring what you have. We’ll confirm what’s missing and what matters.

Always bring

  • Last year’s return (if available)
  • Photo ID (if needed for verification)
  • Any IRS or state notices (if applicable)

Income documents

  • W-2s, 1099s, K-1s (if applicable)
  • Unemployment (1099-G), Social Security (SSA-1099)
  • Investment / brokerage statements (if applicable)

Business + deductions

  • Income summaries (Square/Stripe/PayPal, invoices)
  • Expense summaries (bookkeeping export, categories, receipts)
  • Mortgage interest / property tax statements (if applicable)

Missing items? That happens. We’ll map how to request replacements or use alternatives so you can still move forward.

Want a Clear Plan Before You Upload Anything?

Book a free 15-minute call. We’ll confirm what return you need, what documents apply, and your next best step.

FAQ

Quick answers. Book the call if you want a plan for your exact situation.

What documents do I need for tax preparation?

Bring income documents like W-2s and 1099s, last year’s return if available, and business expense summaries if you’re self-employed. If anything is missing, we’ll map what to request and what alternatives can work.

Do you prepare both personal and business taxes?

Yes. We prepare personal returns and small business filings. We’ll confirm what applies to your situation on a short call and provide a checklist.

Can you help if I’m behind on prior-year returns?

Yes. If you’re behind, start with the Back Taxes service. We’ll identify missing years and build the right filing order.

Back Taxes Page

Do you work remotely and nationwide?

Yes. We work nationwide and can handle tax preparation remotely with a clear checklist and secure document steps.