What we prepare

We focus on the returns that genuinely need a preparer. The forms your return actually needs determine its scope.

Key forms1040 · W-2Start
What we handleW-2 income, credits, standard and itemized deductions, state return.
Key formsPart-year stateStart
What we handlePart-year residency, multi-state allocation, military residency rules, moving-related items.
Key forms1099-RStart
What we handleDFAS 1099-R, VA disability treatment, survivor benefit plan, state retirement subtractions.
Key formsSchedule EStart
What we handleSchedule E, depreciation schedules, repairs vs improvements, PCS landlord situations.
Key formsSch C · 1099-NECStart
What we handleSchedule C, self-employment tax, mileage, home office, quarterly estimate setup.
Key formsSchedule CStart
What we handleSchedule C bundle, bookkeeping review, quarterly estimates, owner planning.
Key forms1120-S · 1065Start
What we handleForm 1120-S or 1065, K-1 preparation, reasonable-compensation review, basis tracking.
Key formsMonthlyStart
What we handleMonthly reconciliation, categorization, financial statements, year-end close.
Key formsWe will adviseStart
What we handleWe review what you send and recommend the right return type and scope.

Start with a 15-minute call

We confirm the right return type and scope, then send an engagement letter to sign.