Tax preparation for returns that are not simple
If your return has a business, a rental, investments or a few unfiled years in it, you want someone who does taxes all year, not just in a pop-up office in March.
Jerome prepares individual federal returns (Form 1040) with all the schedules that make them complicated: self-employment (Schedule C), rentals (Schedule E), capital gains and crypto (Schedule D and Form 8949), plus amended returns and prior-year returns. Every return gets a review call before filing.
What is included
- Wages, self-employment and gig income
- Rental property income and depreciation
- Stock, fund and crypto sales
- Retirement distributions and Social Security
- Education and child-related credits
- Amended returns (Form 1040-X)
- Prior-year and unfiled returns
- E-file with copies for your records
How it works
Upload your documents to the secure portal or bring them in. Jerome reviews everything, asks the questions that find missed deductions, and walks you through the return before it is filed. You sign electronically.
Prefer to never leave the house? Read about remote tax preparation.
Avoid the January to April crunch
The best clients send records early. If you own a business or rentals, consider a planning engagement: your return becomes a formality because the decisions were already made.
Common questions
What should I bring to my tax appointment?
Last year's return, all W-2s and 1099s, brokerage statements, records of business or rental income and expenses, mortgage and property tax statements, and any IRS letters. Jerome will send a checklist after your first call.
Can you file returns for past years I missed?
Yes. Unfiled returns are common and fixable. Filing them sooner usually means fewer penalties and interest, and it is the first step to any payment plan or settlement with the IRS.
How long do I have to amend a return?
Generally three years from the date you filed the original return (or two years from when you paid the tax, if later) to claim a refund with Form 1040-X.
It's always tax time. Let's get ahead of it.
Tell me what is going on with your taxes or your business. A short call is usually enough to know the next step.