Personal Tax Services
Individual returns prepared carefully—and explained clearly.
Personal tax work is not just data entry. It is knowing which items on your year actually change the return, catching what a software package would not ask about, and planning the next year while this one is still fresh.
Scope of service
What is included for individuals and families
- Personal income-tax preparation
- Out-of-state and multistate returns
- Prior-year and amended returns
- Estimated-tax planning and quarterly payment schedules
- Retirement and investment tax considerations
- Education planning considerations
- Property purchases and sales
- Inheritance and other major life changes
- Estate, gift, and trust returns
Situations that usually need a person
Software handles a simple year well. These are the ones where a credentialed reviewer tends to matter:
- You moved, or you earned income in more than one state.
- You sold a property, a business interest, or appreciated investments.
- You started taking retirement distributions, or converted an account.
- You have self-employment or rental income alongside a W-2.
- A prior return was filed incorrectly, or never filed at all.
- You inherited assets, or are handling a relative’s final return.
This firm provides tax preparation and tax planning services. It does not provide legal advice, investment advice, or estate-planning document drafting. Where those services are needed, the firm will say so.
Get started
Tell us about your return
A few questions is enough to route your request. Please leave out identifiers and document copies—those are collected securely later.
Tax questions are easier to solve before they become tax emergencies.
Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.