Personal Tax Preparation & Planning Services
Your federal and state returns filed right, every deduction claimed, and a plan that lowers next year’s bill.
- Federal & state
- Expats & foreign income
- Estates & trusts
Federal income and self-employment tax, single filer, 2026 rates.
free
Try us free for a month. Don’t like it? Don’t pay.
Offer for new clients on monthly accounting and bookkeeping plans. Payment starts after your first month. Government and filing fees are not included.
Choose what you need
Personal tax returns
Federal and state returns, prior years and amendments.
Tax planning
Lower your bill legally before the year ends.
US expat tax
FBAR, FATCA and foreign tax credits, no double tax.
Estate & trust tax
Forms 1041, 706 and 709 for executors and trustees.
Tax Expert vs software vs a seasonal preparer
| Tax Expert | DIY software | Seasonal preparer | |
|---|---|---|---|
| Reviewed by a tax professional | ✓ | ✕ | ✓ |
| Planning to cut next year’s tax | ✓ | ✕ | ✕ |
| Prior-year and amended returns | ✓ | Limited | ✓ |
| IRS notice support | ✓ | ✕ | Sometimes |
| Expat, trust and estate returns | ✓ | Limited | Rarely |
| Available all year | ✓ | — | ✕ |
What this looks like in numbers
Self-employed, $120,000 profit
self-employment tax
- SEP-IRA contribution of $22,000
- HSA contribution of $4,400
- Home office and vehicle documented
Salary £85,000, 4 years unfiled
after foreign tax credits
- 3 years of returns and 6 FBARs filed
- Foreign tax credit cleared US tax
- Back in compliance in 6 weeks
Couple with 2 children
missed credits
- Child and dependent care credit claimed
- Education credit added
- Two years amended
Examples are illustrative, based on typical situations we handle, with names removed and figures rounded. They are not a promise of a specific result.
Switching to Tax Expert takes 4 simple steps
No disruption. We contact your old accountant and handle the handover.
Free consultation
A 30-minute call about your business, your filings and your deadlines.
Fixed-fee proposal
A clear monthly price, and your first month is free. No hourly billing.
We take over
We collect records, connect your bank feeds and catch up any backlog.
Pay only if you’re happy
Like the work? Your fee starts now. Not happy? Leave and pay nothing.
Common questions
Is the first month really free?
Yes. New clients on a monthly accounting or bookkeeping plan pay nothing for the first month. If you are not happy, you can leave without paying. If you stay, payment starts from month 2 at the fixed fee we agreed. Government and filing fees are not included.
Can you file prior-year returns?
Yes. We prepare and file unfiled or amended returns for past years and deal with any IRS letters.
Do you file state returns?
Yes, resident, part-year and non-resident returns in every state.
Find out what you are overpaying
Free 30-minute call. We check your last return and show you what could change.