Question 1

What documents do I need for individual tax preparation?

Accepted Answer

You'll need your W-2s from all employers, 1099 forms for any freelance or contract income, interest and dividend statements (1099-INT, 1099-DIV), your prior year tax return, documentation for deductions (mortgage interest, charitable donations, medical expenses), investment transaction statements, and any other income documentation. We'll provide a comprehensive checklist when you schedule your appointment.

Question 2

How much does individual tax preparation cost?

Accepted Answer

Our fees vary based on the complexity of your return. Simple returns (W-2 income, standard deduction) start at a lower price point, while returns with rental income, self-employment, investments, or itemized deductions are priced accordingly. We provide upfront pricing before we begin so there are no surprises. Contact us for a quote based on your specific situation.

Question 3

Can you help with unfiled tax returns?

Accepted Answer

Absolutely. We specialize in helping clients who have unfiled returns, whether it's one year or several. We'll gather your income records, reconstruct documentation if needed, prepare accurate returns, and help you establish a plan with the IRS if there's a balance due. The sooner you address unfiled returns, the better—penalties and interest continue to accumulate.

Question 4

Do you handle complex tax situations like foreign income?

Accepted Answer

Yes. Our CPAs have extensive experience with complex tax situations including foreign earned income and exclusions, foreign tax credits, rental property income and depreciation, cancellation of debt income, complex capital gains and losses, self-employment taxes, and multi-state filing requirements. We've seen it all and can help you navigate any situation.

Question 5

How do virtual tax preparation appointments work?

Accepted Answer

Virtual appointments are convenient and secure. You'll upload your documents through our secure client portal, we'll review everything and prepare your return, then we meet via video call to review your return together and answer any questions. You'll sign electronically, and we'll e-file on your behalf. It's the same quality service without leaving your home.

Individual Tax Preparation Services

Four Reasons To Call Unique Accounting Today

Experienced CPAs

Knowledge of Tax Laws and Complex Issues

Straight Fees, Straight Forward Advice

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