Prepare for filing with your records in order.
A personal tax return starts with more than an income total. We review the agreed income records, discuss relevant changes and prepare the assignment for your review.
How we can help
- Employee, self-employment, rental and investment information review
- Federal and applicable state preparation
- Additional schedules identified during scoping
- Amended-return assignments and prior-return review
Before you begin
Tell us about moves between states, a new business or a change in income so the filing scope can be assessed.
Discuss your assignment
Tell us about the relevant year, business stage and any approaching deadline. We will define the records, responsibilities and fee for the agreed work.