Form 1040
Individual tax preparation
Resident, part-year, and multi-state returns prepared by a CPA who will actually sit with the return.
Book this work
From $425 · Annual, with a mid-year check-in on request
W-2 households, equity compensation, rental schedules, and the Florida-to-elsewhere moves that trip people up. We file, we explain the return in plain English, and we keep a copy of the workpapers.
Who it is for
Households with W-2 income, investments, rentals, or a recent move into or out of Florida.
On the letter
- Federal Form 1040 and all schedules
- Part-year and nonresident state returns as needed
- E-file with IRS and state confirmation
- Year-end planning memo for the following season
Bring the folder. Or the letter you have not opened.
The consult is thirty minutes and complimentary. If we are a fit, you leave with a fee and a date. If we are not, we will say so.