Tax preparation for individuals and families
We prepare federal returns for clients in all 50 states and Oregon returns for Oregonians, including returns with:
- W-2 wages, bonuses and stock compensation
- Self-employment and side-business income (Schedule C)
- Rental properties and short-term rentals
- Investments, crypto and the sale of a home
- Retirement income, Social Security and required minimum distributions
- Education credits, dependents and childcare
- Income from more than one state
- Prior-year returns you still need to file
Planning that saves real money
A return only records what already happened. Planning changes what happens next. Depending on your situation, we look at:
- Withholding and estimated payments so you avoid penalties and big balances due.
- Retirement contributions, Roth conversions and the new 2026 catch-up rules. See our 2026 limits guide.
- New deductions for tips, overtime, car loan interest and seniors 65 and older. See what changed for 2026.
- Charitable giving under the new 2026 rules.
- Life changes like marriage, divorce, a new baby, retirement or an inheritance.
- Retirement income: how Social Security, IRA withdrawals and RMDs are taxed, and in what order to draw on them.
How it works
- Free consultation by phone or video.
- Upload documents securely through our client portal.
- We prepare, review with you and e-file.
- We check in before year-end with planning ideas for next year.
Common questions
When is my personal return due?
Generally April 15. An extension gives you until October 15 to file, but any tax owed is still due in April.
Can you file my Oregon return too?
Yes, we prepare Oregon returns for Oregon residents and part-year residents. If you have income in another state, tell us during your consultation.