Send your documents
Upload W-2s, 1099s, and any other tax documents through our secure portal.
Individual Tax Preparation
Individual tax returns prepared for how your income actually works, not a generic template
Federal and New Jersey return preparation for employees, retirees, freelancers, and multi-state filers, with a fixed quote before any work begins.
Individual Preparation, At A Glance
Filer typesW-2, 1099, Retired, Multi-State
IncludesFederal + NJ resident return
Prior-year filingAvailable
PricingFixed, by schedule complexity
What's Included
Preparation that accounts for every income source you actually have
Most individual returns aren't as simple as a single W-2. Between freelance income, an employer in New York while living in New Jersey, a rental property, or a first year of retirement account distributions, the details determine which deductions and credits actually apply.
We review everything you provide and prepare both your federal return and your New Jersey resident return together, so state and federal figures stay consistent.
Situations we handle regularly
- W-2 employees with straightforward or complex withholding situations
- New Jersey residents working in New York or another state
- Freelancers and 1099 contractors filing Schedule C
- Retirees with pension, Social Security, and IRA or 401(k) distributions
- Rental property owners filing Schedule E
- Prior-year and catch-up filings
Who This Is For
Individual filers we work with most
01
Employees & Multi-State Filers
W-2 income, including New Jersey residents working across state lines.
02
Freelancers & Contractors
1099 income, self-employment tax, and deductions specific to independent work.
03
Retirees
Pension, Social Security, and retirement account distribution reporting.
04
Rental Property Owners
Schedule E preparation for one or multiple rental properties.
05
Investors
Capital gains, dividends, and brokerage statement reconciliation.
06
Catch-Up Filers
Prior-year returns for anyone who's fallen behind on filing.
Why Individuals Choose Us
The details that actually change your return get caught
Multi-state expertise
NY/NJ commuter situations are common in Jersey City, and we handle the resident credit correctly.
Fixed pricing by complexity
A W-2-only return and one with five schedules are priced differently, and you know the number upfront.
Same preparer next year
Your preparer remembers your situation, so returning clients move faster each season.
Reviewed before filing
A second preparer checks your return against your documents before it's submitted.
How It Works
From documents to a filed return
Fixed quote
Based on your income sources and schedules needed, you get a price before we start.
Preparation & review
Your federal and New Jersey returns are prepared together and reviewed by a second preparer.
Walkthrough & filing
We explain your return before filing, then e-file with the IRS and New Jersey Division of Taxation.
Related Services
If your situation goes beyond an individual return
Common Questions
Frequently asked questions
Do you prepare returns for people who work in New York but live in New Jersey?+
Yes. Multi-state returns for New Jersey residents who work in New York or another state are one of the most common situations we handle, including the New Jersey resident credit for taxes paid to another state.
Can you prepare a return for a freelancer or 1099 contractor?+
Yes. We prepare Schedule C returns for freelancers and independent contractors, including self-employment tax calculations and available deductions for business use of a home, equipment, and mileage.
I have income from investments, rental property, or retirement accounts. Can you handle that?+
Yes. Investment income, rental property (Schedule E), and retirement account distributions are all within scope for individual preparation, and each is reflected in your fixed quote based on complexity.
What if I haven't filed in a previous year?+
We can prepare and file prior-year returns to bring you current, and can advise on next steps if you've received a notice from the IRS or New Jersey Division of Taxation about a missing return.
How much does individual tax preparation cost?+
Pricing depends on the number of income sources and schedules required. A straightforward W-2 return costs less than a return with rental income, self-employment, or multi-state filings. You'll receive a fixed quote after a short review of your documents.
Get a fixed quote for your individual return
Send over your documents or book a call, and we'll confirm exactly what your return needs and what it costs.