Individual tax services
A return prepared right, by the same person every year.
One W-2 or a more complicated year — a home sale, a new job, a side gig — we review what actually changed rather than just re-entering last year's numbers with new figures.
Individual services
What we prepare.
Individuals
Individual Tax Preparation
Quoted after an intro callOne W-2 or five — federal and Georgia returns prepared and filed, with an actual review of what changed since last year rather than data entry.
Tax Planning
Quoted after an intro callA conversation before December about what you can still do to change what you owe in April — not a call that happens after it's too late to act on it.
First
Do you actually need a CPA this year?
Software is genuinely fine for a lot of returns. Here's how to tell which one you are.
When tax software is probably enough
- One W-2, no side income, and the standard deduction
- No home sale and no stock sales beyond a routine 1099-DIV
- No business, rental property, or K-1 income anywhere on the return
When it's worth an intro call
- You started a business, a side gig, or a rental property this year
- You received a K-1, sold a home, or had a major life change — marriage, a new baby, a move
- Your refund or balance due surprised you last year and you don't know why
- You're not sure whether you should be an LLC, an S-corp, or neither