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Tax Preparation Services

Federal and state returns prepared virtually for clients nationwide by an IRS Enrolled Agent who is also licensed for Oregon tax preparation.

Individual and family tax preparation
Individuals & Families

Personal returns, done right

Whether your taxes are simple or complicated, we make sure they're filed accurately and on time. We prepare federal and state returns for clients nationwide, including Form 1040 individual returns, Form 1041 trust and estate income tax returns, Form 706 estate tax returns, and Form 709 gift tax returns.

We do more than just file. We take the time to explain your return and point out changes you can make for next year, so you keep more of what you've earned instead of leaving money on the table.

What We Prepare

Returns we handle

Form 1040

Individual and family returns, including itemized deductions, dependents, self-employment, life changes, and multi-state filing.

Forms 1041 & 706

Income tax returns for trusts and estates, plus federal estate tax returns prepared with careful attention to fiduciary requirements.

Form 709

Federal gift tax returns for reportable gifts, lifetime exemption tracking, and coordinated estate and gift tax planning.

Ready When You Are

Let's get your return started

Book a free consultation or send us a message and we'll tell you exactly what we need and what it will cost — before any work begins.

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