Individual Taxes
Real human tax help right on your screen.
Figuring out how to file your U.S. taxes can be daunting, but the fear factor is no match for our constantly updated IRS regulations along with all those sources of income, deductions and credits as well as compliance rules. Our Personal Tax Services are specifically compiled to make the process as easy as possible from start to finish – all returns are prepared correctly, maximized and filed in full federal & state compliance.
We start by gathering your documents and confirming where your different types of income stem from such as employment, self-employment, investments, rent houses or even freelance. We scrutinize all eligible deductions and credits such as education costs, medical costs, childcare claims, RRSPs and home benefits. This is to make sure you get every tax break available to you according to the law and pay only what you owe in taxes.
We provide a full spectrum of personal tax needs from basic Form 1040 to additional schedules like Dividends, Capital Gains, Cryptocurrency Transactions, Rental income and Itemized deductions. Be it a basic or complicated tax situation, our business exists to produce clear and precise information for all of our clients.
For those who owe taxes or require help in handling payments, we’ll help set up installment agreements, plan estimated tax payments and look for opportunities to reduce next year’s liability. And don't forget, if you're owed a refund, our math's 100% accurate (so your refund gets to you faster). Our professionals keep in close touch throughout the process, fielding questions and explaining all aspects to you with ease.
Structured assistance to address IRS notices, questions, and/or previous-year filing issues for clients who are dealing with discrepancies. We help with amended returns, documentation review and communication support to ensure the most accurate, compliant results possible.
In addition to tax filing, we also provide continuous tax planning services that are intended to assist you in making more intelligent financial decisions through the course of the year. Whether you’re switching careers, investing, purchasing a home, launching a side business or planning for significant life events our proactive solutions help to ensure your tax position is strategically beneficial and in full compliance.
Peace of mind that your return is done right thanks to expert review and layer of support with AI plus, our IDP (Identity Protection) protection package helps you file taxes stress free. We want to eliminate stress, avoid costly errors and help you keep your taxes in shape year-round — not just at tax time — so you can get back to doing what you love.