Individual Tax Preparation

Individual Income Tax Preparation Starting at $200

We offer individual tax return preparation for those who don’t want to deal with the frustration and headaches that often go along with preparing their own returns. Our base preparation rate of $200 generally applies to someone who receives one W-2 and a limited number of 1099s. All returns are prepared and filed by a federally licensed Enrolled Agent.

We start the return preparation process with a no-cost meet and greet and situation analysis for every client. If you decide to have us prepare your returns (who wouldn’t!), you can come in for another appointment or begin the process after our initial meeting. We interview our clients before the preparation process to make sure we get them every possible deduction they deserve. Talking with our clients to learn new and interesting things about their lives is also a vital part of our business because we strongly believe in building healthy relationships with them and developing friendships.

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Bookkeeping Services Provided

  • Bank Reconciliations
  • Adjusting Journal Entries
  • Accounts Receivable and Accounts Payable Tracking
  • Financial Statement Preparation
  • And More

Sean is still a gem! Sean is still kicking butt and doing a great job. We hand him a complicated pile of paperwork and he nails it. I always spot check the returns and he has great attention to detail and accuracy. He can handle all type of complicated tax situations, from business returns, corporate sales, standard tax returns, investments, home office deductions, vehicle deductions… you name it.

Matthew B.
Oceanside, CAOceanside, CA,

Looking To Start Your Return?