Individual tax preparation in St. Petersburg
Accurate returns, clear advice and no dread.
the form, handled
The shallowest water on the chart: a return, done right.
Taxes should be one less thing to worry about.
We prepare federal and state returns for individuals, families, business owners and investors, and explain what you owe and why.
Own a business too? See business tax planning. Got a letter from the IRS? Start with IRS tax problems.
What we prepare
Every year
Individual federal and state returns
You own a business
Business-owner personal planning
You rent or invest
Rental and investment income
Life changes
Marriage, a home, retirement, an inheritance
You're behind
Prior-year and late filings
You need more time
Extensions
I no longer dread doing my taxes.
Alex M.
Individual tax questions
What should I bring?
Your W-2s and 1099s, last year's return, records of deductions such as mortgage interest, property tax and charitable gifts, and any IRS letters. Full checklist: [Doug confirms].
Do you prepare state returns too?
Yes. We prepare federal and state returns for individuals, families, business owners and investors.
I'm behind on filing. Can you help?
Yes. Prior-year and late filings are part of the service. If the IRS has already written to you, see IRS tax problems.
Can you file an extension for me?
Yes. An extension gives you more time to file, not more time to pay, so we estimate what is due first.
What does it cost?
[Doug to set]. You'll know the fee before we start. See pricing.
More answers on the FAQ page.