Services
Structured, documentation-driven tax preparation services for individuals and self-employed professionals.
Individual Tax Preparation
Comprehensive Form 1040 preparation for individuals with diverse income sources.
- Retirement Distributions & Penalty Review
- Social Security Taxation
- Premium Tax Credit Reconciliation (Form 8962)
- Credit Eligibility Review (EITC, CTCTC, etc.)
- Interest and Dividend Income Reporting
- Capital Gains and Losses Schedules
Business 1099 Filing
Done-for-you 1099-NEC and 1099-MISC preparation and IRS e-filing for businesses that hire contractors.
- Reporting Requirements Review ($2,000 threshold for 2026)
- Form 1099-NEC and 1099-MISC Preparation
- W-9 Review and TIN Matching
- Federal E-Filing and Recipient Delivery
- IRS Acceptance Confirmation
- Corrections Handling
Self-Employed & Schedule C
Structured reporting and analysis for business income and deductions.
- Schedule C Reporting for sole proprietors
- 1099-NEC and 1099-K Reconciliation
- Mileage Documentation Review
- Depreciation & Equipment Analysis
- Self-Employment Tax Calculation
- Qualified Business Income (QBI) Evaluation
- Home Office Deduction Analysis
Short-Term Rentals (Schedule E)
Tax preparation for Orlando Airbnb and VRBO hosts.
- Schedule E Rental Property Reporting
- Short-Term Rental Documentation
- Depreciation Reporting
- Florida TPP Tax Compliance
- 1099-K Reconciliation for Platforms
Niche-Specific Tax Preparation
Focused preparation for self-employed niches.
- Notarial Fee Allocation for Notaries
- Loan Signing Agent Expense Reporting
- Crypto 1099-DA Reconciliation
- Influencer Income & Expense Reporting
- Hospitality Tips & Overtime Rules
- Multi-State W-2 Reporting
Estimated Tax & Compliance
Proactive planning and compliance guidance for self-employed individuals.
- Quarterly Estimated Tax Calculations (Form 1040-ES)
- Tax Projection Analysis
- Compliance Review for Self-Employed
- Recordkeeping Guidance
- Estimated Tax Payment Schedules
Pricing
Clear starting prices, including our $175 senior basic return. Written quote before we begin work.
Final price depends on your forms and how organized your records are. The $175 simple return covers W-2 income plus the standard deduction (interest and dividends under $1,500 included); investment sales, self-employment, rental, or itemized returns are quoted by their forms — always in writing before we start.
Family tiers reflect the additional interview and documentation time that credit and filing-status verification requires (Form 8867 due diligence) — not the size of any credit or refund.
We never charge based on the size of your refund.
Not sure which services apply to your situation?
We offer a consultation to review your tax situation and determine the appropriate scope of services.
Schedule Consultation