Individual Tax
Your return, prepared once, prepared right.
Federal and state individual tax preparation, including multi-state filings, gift tax returns, and corrections to prior-year returns.
Form 1040 & state returns
Federal Form 1040 preparation with all applicable schedules, plus resident, part-year, and nonresident state returns for individuals with income across multiple states.
- Wages, self-employment, and investment income
- Itemized vs. standard deduction analysis
- Multi-state allocation and credit-for-taxes-paid
Form 709 — gift tax returns
Preparation of federal gift tax returns for individuals making reportable gifts during the year, including annual exclusion tracking and lifetime exemption use.
- Gift-splitting elections between spouses
- Valuation support coordination
- Lifetime exemption and GST allocation tracking
Estimated taxes & withholding planning
Quarterly estimated payment calculations and withholding adjustments to avoid underpayment penalties.
- Safe-harbor calculations
- Quarterly voucher preparation
- Mid-year withholding true-ups
Amendments & prior-year corrections
Form 1040-X preparation to correct previously filed returns, and catch-up filing for missed prior years.
- Carryforward and NOL corrections
- Missed-deduction and missed-credit amendments
- Prior-year catch-up filings