Services

Everything filed, reviewed and backed

Pricing depends on the forms your situation needs. You see the fee alongside your finished return — nothing is filed until you approve both.

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Individual returns

Federal and state preparation for W-2 filers and families, including the credits that most often go unclaimed. We reconcile prior-year carryovers and file amendments where an earlier return missed something.

Federal & stateDependentsEITC / Child Tax CreditEducation creditsAmendments
Before your appointment

What to bring

Missing something? Come anyway — we will tell you exactly what is left and you can upload it to the portal later.

The full checklist →

+Photo ID for you and your spouse
+Social Security or ITIN numbers for everyone on the return
+All W-2s for the year
+1099s — NEC, K, INT, DIV, R
+Last year's tax return, if you have it
+Childcare provider name, address and EIN
+Tuition statements (1098-T) and student loan interest
+Mortgage interest, property tax and charitable receipts
+Business income and expense records
+Bank routing and account number for direct deposit
Next step

Start by sending your documents

We prepare the return, then meet with you to finalize — you see the refund and the fee before anything is filed.

Book an appointmentStart your return