What We Handle
We prepare individual tax returns for all types of income and situations. Whether you have a simple W-2 or complex investment portfolios, we ensure accuracy and maximize your eligible credits and deductions.
- W-2 income and 1099 forms
- Investment income and capital gains
- Rental property income and deductions
- Education credits and deductions
- Multi-state filing
- Retirement account distributions
Credit and Deduction Optimization
We identify all eligible credits and deductions without taking risky positions. Our goal is to maximize your refund or minimize your liability while staying fully compliant.
- Standard vs. itemized deduction analysis
- Education tax credits
- Child tax credits
- Earned income tax credit
Prior-Year Review
If helpful, we can review prior-year returns and file amendments when appropriate. Sometimes a second look reveals missed opportunities.
- Prior-year return review
- Amendment preparation if needed
- Refund recovery assistance
Secure E-File
We use secure e-filing with status tracking so you know exactly when your return is accepted and when to expect your refund.
- Secure electronic filing
- IRS acceptance tracking
- Refund status updates
How It Works
Choose the method that works best for you:
- Drop-Off: Skip the lobby. Drop your documents and we'll text when it's ready.
- In-Person: Meet with a preparer at an office near you.
- Virtual: Upload securely to our portal for a fully remote experience.
We're happy to help. Call (603) 318-9116 or Email Us