Service
Individual Tax Preparation
Accurate, on-time federal and California returns with every credit and deduction you are entitled to, explained in plain English.
Your personal return should not be a mystery. We prepare federal and state individual returns for W-2 earners, self-employed professionals, landlords, retirees and multi-state filers, and we walk you through what changed and why before anything is filed.
What this includes
Federal & California returns
Forms 1040, 540 and the schedules that go with them, prepared and e-filed.
Self-employed & 1099 income
Schedule C, home office, mileage, and quarterly estimate planning so April is not a surprise.
Rental & investment income
Schedule E, depreciation schedules, capital gains and cost-basis cleanup.
Multi-state & prior-year returns
Moved, worked remotely, or fell behind a year or two? We handle it.
Credits & deductions review
Child tax credit, education credits, energy credits, itemized vs. standard, checked every year, not assumed.
Amended returns
If a prior preparer missed something, Form 1040-X can still recover it.
Common questions
What do I need to send you?+
Last year’s return, your W-2s and 1099s, and anything that arrived in the mail marked “important tax document.” We send you a checklist and you upload it all to the secure portal.
Do I have to come into the office?+
No. The entire process can be handled through the client portal, by phone and by video. You are welcome in the Upland office any time you prefer to meet in person.
Do you file extensions?+
Yes, and an extension to file is not an extension to pay, so we calculate a safe-harbor payment so the extension does not create a penalty.
Let’s talk
Ready to work with a CPA who actually explains it?
Start with a free 30-minute intro call. Bring your questions, your notices, or just a rough idea of what you need. You will leave the call knowing exactly what the next step is and what it costs.