INDIVIDUAL TAX PREPARATION 

We prepare all tax returns required at the federal, state and local levels.  Our software contains up-to-date tax information for requirements in all 50 states and the District of Columbia.

FEDERAL: Form 1040 (including “short form”)

Income

  • W-2

  • Interest, Dividends, Capital Gains

  • Self-Employment (1099) & Rental Income

  • Social Security and Pensions

  • Alimony, Gambling Winnings & Unemployment

  • Other Miscellaneous Income


Adjustments

  • Moving Expenses

  • Pension Deductions

  • Student Loan Interest

  • Miscellaneous Adjustments


Deductions & Credits

  • Itemized Deductions (medical, mortgage, taxes, donations)

  • Deductible Business Expenses

  • Rental Expenses

  • Education Credits

  • Child Care and Child Tax Credits

  • Foreign Tax Credits

  • Miscellaneous Credits

  • Estimated Taxes

STATE & LOCAL: All corresponding returns including out-of-state and miscellaneous credits