01 /
Individuals
& families
A new job, a new baby, or simply another year to file. We help you bring your personal tax information together and work through the details.
Ask about your return ↗ THE TAX ESTATE / TAX & ACCOUNTING
Big plans.
Real life.
Taxes handled
with care.
You’re building a business, a family, a future.
Let’s make sense of the tax details together.
VIRTUAL CONSULTATIONS. PERSONAL ATTENTION.
YOUR NEXT CHAPTER
starts with clarity.
starts with clarity.
THE TAX ESTATE TAX & ACCOUNTING
01 Individual & family returns02 Self-employed & side hustles03 Rental-property income
How we can help
Your life doesn’t fit
in one box. Neither do we.
A new income source or a change at home can raise questions. Start with yours.
Individuals
02 /
Self-employed
& side hustles
When you work for yourself, there’s more to keep track of. Bring your income and expense records, and let’s work through your Schedule C needs.
Let’s talk business ↗03 /
Rental-property
owners
Rental income comes with its own records and questions. We help organize the tax picture for your properties and discuss your Schedule E needs.
Discuss your properties ↗Our approach
You bring the questions.
We’ll work through
the details.
You shouldn’t have to guess what happens next. We’ll talk through what you need, explain the preparation process, and leave room for your questions.
Tell us what you need.
Contact us with the type of help you’re looking for. We’ll discuss fit, availability, and pricing before work begins.
Get your records together.
We’ll explain what’s needed for your situation and how to provide documents through the agreed secure process.
Review your next steps.
Ask questions, review your prepared return, and understand the required approvals before filing.
WORKING WITH THE TAX ESTATE
Meet with us virtually.
Wherever you’re starting.
Consultations are virtual, so you can meet with us from wherever you are. Request a preferred date and time, and our team will confirm availability and share your virtual meeting details.
Request a conversation ↗Before we connect
A little preparation.
A smoother conversation.
Use this starter checklist to see what you already have. Your preparer will confirm the complete list for your situation.
Keep sensitive documents private. Please don’t send Social Security numbers, tax returns, or identification by ordinary email.
Your tax-season starter list
Check items as you gather them. Selections reset when you reload.0 of 6 gathered
Good questions
Let’s make a few things clear.
How much does tax preparation cost?
Pricing depends on the forms and complexity of your return. Email us with a brief description of your needs to discuss scope and fees before preparation begins.
How do I request an appointment?
Use our appointment request form to choose a preferred date and time window. Our team will contact you to confirm the time and provide your virtual meeting details. Submitting a request does not reserve a time slot.
Can I send my tax documents through this website?
Our forms collect only contact and scheduling details. They do not accept tax documents. Contact us first for secure document instructions; please do not send Social Security numbers or tax records by ordinary email.
What if I have a business or rental property?
Tell us in your inquiry so we can discuss the appropriate service and records. For businesses, include the entity type in your general description. We’ll confirm whether your filing needs fit the services available.
Let’s get acquainted
Let’s start with
what’s on your mind.
Tell us what changed this year, what you need help with, and the best way to reach you. We’ll take it from there.
Request an appointment ↗Prefer email? info@thetaxestate.com