Personal & Family Tax Preparation
Clear, stress-free tax preparation for W-2 wage earners, families with dependents, students, and retirees.
Personal & Family support, explained simply
Personal tax filing shouldn't be confusing or stressful. We walk you through every form and schedule so you understand your return and feel confident in what you're signing.
Personal returns are built around your filing status, dependents, and income sources. We organize your documents, prepare the right schedules, and e-file your federal and state returns.
Who this service helps
- W-2 employees and multi-state filers
- Families claiming dependents and the Child Tax Credit
- Students and parents using education credits
- Retirees with retirement income and Social Security
- Homeowners with mortgage interest and property taxes
What's included
How an appointment works
Request an appointment, share your contact details, and we'll reach out to confirm a time. After we connect, we send a personalized document checklist tailored to your situation. You always receive an exact quote for approval before any return is filed.
Tell Us What You Need
Request an appointment and select your service. Share your contact details so we can reach out.
Connect With the Team
Marcus or Tofa contacts you to discuss your situation, answer questions, and confirm a time.
Move Forward With Clarity
We send a tailored document checklist and an exact quote for your approval before any work begins.
Pricing & What to Expect
Personal packages start at $150 for a Basic 1040 and step up by the schedules your return requires. The $350 Advanced 1040 adds Schedule C, Schedule D, and additional schedules for more complex personal situations. Your final price depends on the work required, and you approve it before we start.
Personal & Family FAQs
Related Services & Resources
Ready to discuss your personal & family needs?
Request an appointment with Marcus and Tofa Keli. We’ll help you understand where to begin.