100% virtual · CPA-led · based out of Santa Ana, CA · serving all 50 states(949) 246-7277
Filing Karma
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CPA-led tax preparation

Individual Tax Filing

Federal, state, and multi-state individual income tax return preparation.

Discuss Your Filing

What the engagement may include

✓ W-2 and 1099 income
✓ Self-employment and Schedule C
✓ Rental real estate and Schedule E
✓ Investment and retirement income
✓ Multi-state filing obligations
✓ Prior-year and amended returns

A disciplined filing process

We begin by identifying the return type, relevant tax jurisdictions, filing status, entity information, and supporting records. Preparation is based on information provided by the client and the requirements applicable to the engagement. Additional review or separate advisory work may be recommended when facts extend beyond routine return preparation.

Common questions

Questions about individual tax filing

Can you prepare an individual tax return entirely online?

Yes. For engagements we accept, document collection, questions, review, signatures, and filing can be handled through a virtual workflow without an office visit.

Can you handle income from more than one state?

Yes. We prepare qualifying multi-state individual returns and review the states connected to the taxpayer's residence, work, business activity, rental property, and other relevant income sources.

Can you amend a previously filed individual return?

We can review qualifying prior-year returns and amended-return needs. Whether an amendment is appropriate depends on the original filing, the new information, and applicable filing rules.

These answers are general information, not individualized tax or legal advice. Applicable rules and filing obligations depend on the taxpayer's facts and current law.