Personal Tax
Preparation.
Federal and state returns prepared by licensed Enrolled Agents and reviewed twice before filing. We work with individuals, couples, and families across the country, with attention to every credit, deduction, and detail.
Real People.
Real Returns.
We work with individuals and families in every stage of life. If any of these situations sound like you, we're the right fit.
Families & Households
Married couples, parents claiming dependents, and blended families navigating credits like the Child Tax Credit, Earned Income Credit, and dependent care. We make sure you claim every credit you qualify for.
Retirees & Fixed Income
Retirees drawing from Social Security, pensions, IRA and 401(k) distributions, and investment income. We optimize your withholding and required minimum distributions to minimize surprise tax bills.
Homeowners & Investors
Mortgage interest, property taxes, capital gains from investments, rental property income, we identify every deductible expense and manage the complexity of Schedule E and Schedule D.
Multi-State Filers
Moved states during the year, live in one state and work in another, or own property across state lines? Our EAs are federally credentialed to file in all 50 states, and we handle allocation carefully so you don't overpay.
Everything You'd
Expect. Plus More.
Federal Return Preparation
- Form 1040 (all schedules and worksheets)
- Schedule A, Itemized Deductions
- Schedule B, Interest and Dividends
- Schedule D, Capital Gains and Losses
- Schedule E, Rental and Passive Income
- All applicable credit forms
State Return Preparation
- Filing in all 50 states + DC
- Multi-state allocation for movers and remote workers
- Non-resident and part-year resident returns
- State credits and adjustments
Credit & Deduction Optimization
- Standard vs. itemized deduction analysis
- Child Tax Credit & Additional Child Tax Credit
- Earned Income Tax Credit
- Education credits (AOTC, LLC)
- Retirement contribution credits
- Energy-efficient home improvement credits
Post-Filing Support
- Copies of your return delivered securely
- Records retained per IRS requirements
- Support for any IRS notices on our work
- Year-round tax questions welcome
A Simple
Four-Step Process.
Free Consultation
We learn about your situation and answer questions. No obligation, no pressure.
Upload Documents
Scan W-2s and 1099s from your phone. All secure through our TaxDome portal.
Preparation & EA Review
Your tax specialist prepares the return, then a licensed EA does a second review.
E-Sign & File
Review the return, e-sign from any device, and we file electronically for the fastest refund.
Answers to
What You're Wondering.
How long does a personal return typically take? +
Most straightforward returns are completed within 5–10 business days after we receive all your documents. Returns with multiple states, rental properties, or investment activity may take a bit longer. During peak tax season (mid-March through April 15), turnaround may extend, we'll always give you a clear timeline upfront.
Do I need to come in person to file with you? +
No. We serve clients nationwide through our secure client portal. Upload documents from your phone or computer, message your preparer directly, review your return online, and e-sign from any device. Video consultations are available if you prefer face-to-face.
What if I'm missing tax documents or prior-year returns? +
This is more common than you'd think. We can request wage and income transcripts directly from the IRS on your behalf, which shows every W-2 and 1099 filed under your Social Security Number. It's part of our service, not an extra charge.
Do you handle both federal and state returns? +
Yes. We prepare and file both your federal return and any state returns required, whether that's one state, multiple states, or non-resident filings. As Enrolled Agents, our federal credentials give us the authority to file in every state.
What if the IRS sends me a notice after you file my return? +
We stand behind our work. If the IRS questions a return we prepared, we help interpret the notice and respond, that's included. For more involved matters requiring formal representation or negotiation, our affiliated practice RushTax Resolution is available to help.
Can you help me plan for next year's taxes too? +
Absolutely. Tax preparation is a starting point, many clients continue with us for year-round tax planning, so you're not just filing what happened last year but actively reducing next year's bill. Ask us during your consultation.
From the Blog
Ready to File With Confidence?
Every consultation is free. Every return is reviewed by a licensed Enrolled Agent. Every client gets our full attention, not just during tax season.
Schedule Your Free Consultation