Individual Tax Return Preparation & Filing
Federal and state returns prepared accurately, filed on time and checked for every deduction you are owed.
- Federal & state
- Prior years & amendments
- IRS notices handled
Combined failure-to-file and failure-to-pay penalties: 5% a month, up to 25%. Interest is extra.
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.
Every return, done right
Federal Form 1040
W-2, 1099, investments, rental and self-employment income.
State returns
Resident, part-year and non-resident state returns.
Prior years
Unfiled years caught up before the IRS writes to you.
Amended returns
Form 1040-X to claim money you missed.
IRS notices
We reply to letters and handle the IRS for you.
Quarterly estimates
So next year has no surprise bill.
Tax Expert vs software vs a high-street preparer
| Tax Expert | DIY software | Seasonal preparer | |
|---|---|---|---|
| Reviewed by a tax professional | ✓ | ✕ | ✓ |
| Deduction and credit review | ✓ | Prompts only | Basic |
| Prior-year and amended returns | ✓ | Limited | ✓ |
| IRS notice support | ✓ | ✕ | Sometimes |
| Planning for next year | ✓ | ✕ | ✕ |
| Available all year | ✓ | — | ✕ |
You pay for the work, not the office
Our accountants work remotely, in the software you already use. That removes the costs a local firm or an in-house hire passes on to you.
- No office rent or overheads built into your fee
- No recruitment fees, payroll taxes or benefits to cover
- No cover needed for holidays or sick leave
- More hours on your books for the same budget
What this looks like in numbers
Designer, 3 years unfiled
credits were claimed
- 3 years filed in 4 weeks
- Business expenses documented
- Payment plan arranged
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.
What do I need to file my tax return?
W-2s and 1099s, records of other income, deduction records such as mortgage interest and charitable gifts, and last year's return.
Do you file state returns as well?
Yes. We prepare federal and state returns together, including multi-state returns if you lived or worked in more than one state.
I live abroad but am a US citizen. Can you help?
Yes. We prepare US expat returns, FBAR and foreign tax credit claims alongside any foreign tax return.
See how much you could save
Free 30-minute call. We look at your numbers and show you the saving before you sign anything.