Need professional individual tax preparation in Orlando, Florida?
Professional Personal Tax Preparation
Every taxpayer's financial situation is different.
Your tax return may involve:
- W-2 income
- Multiple W-2s
- 1099 income
- Independent contractor income
- Self-employment income
- Gig-work income
- Dependents
- Childcare information
- Education-related documents
- Retirement income
- Investment-related tax documents Homeownership
- Rental-property activity
- Side-business income
- Applicable deductions
- Applicable tax credits
- Multiple sources of income
We prepare qualifying returns based on the documentation provided and the tax rules applicable to your circumstances.
W-2 Tax Preparation
If you worked as an employee, your employer generally provides a W-2 reporting applicable wages and withholding information.
Bring W-2 forms from every applicable employer.
Additional documentation may be needed if your return also involves:
- Dependents
- Childcare
- Education
- Retirement income
- Investment-related tax documents
- Self-employment
- Rental property
- Other sources of income
- Schedule Your Individual Tax Appointment
- Multiple W-2 Tax Preparation
Did you change jobs or work for more than one employer?
You may have several W-2 forms if you:
- Changed employers
- Worked two jobs simultaneously
- Had seasonal employment
- Added a part-time job
- Worked through staffing organizations
- Changed industries
Make sure you have all applicable income documents before your return is prepared.
1099 Tax Preparation for Individuals
Not everyone receives all of their income through a W-2.
We assist qualifying individuals who receive 1099 income from:
- Independent contract work
- Consulting
- Freelancing
- Rideshare driving
- Delivery services
- Real estate activity
- Insurance-related work
- Construction
- Cleaning services
- Landscaping
- Home services
- Other independent work
Receiving a 1099 can create different tax considerations from receiving only traditional W-2 income.
Maintain complete records of your business income and applicable expenses.
Self-Employed Tax Preparation
Self-employed taxpayers may receive income through:
- 1099 forms
- Checks
- Electronic transfers
- Payment applications
- Credit-card payments
- Online platforms
- Direct customer payments
- Other payment methods
Good recordkeeping is especially important when you're self-employed.
Potentially relevant business records may include:
- Gross business income
- Advertising and marketing
- Equipment
- Materials
- Supplies
- Business insurance
- Professional fees
- Software
- Qualifying mileage or vehicle records
- Other applicable business expenses
Not every purchase is automatically deductible. Tax treatment depends on the nature of the expense, business activity, and applicable tax rules.
W-2 Plus 1099 Income
It is common for someone to work a regular job while also earning independent income.
Examples include:
- W-2 employment + consulting
- W-2 employment + rideshare income
- W-2 employment + delivery income
- W-2 employment + freelance work
- W-2 employment + real estate commissions
- W-2 employment + side-business income
Bring documentation for both your employment and independent income.
Tax Preparation for Dependents
Dependents can affect several areas of an individual tax return.
Relevant information may include:
- Dependent's legal name
- Social Security or applicable taxpayer identification information
- Relationship to the taxpayer
- Residency information
- Applicable support information
- Childcare information
- Education-related information
- Other relevant circumstances
Whether an individual qualifies as your dependent depends on applicable tax rules.
Tax Credits
Depending on your circumstances, your return may involve eligibility for one or more federal tax credits.
Potential examples may include qualifying:
- Child-related credits
- Dependent-related credits
- Education credits
- Child and dependent care credits
- Earned income-related credits
- Other available credits
Eligibility can depend on factors such as income, filing status, dependency rules, expenses, and other requirements.
A particular credit should not be assumed until the relevant information has been reviewed.
Tax Deductions
A deduction may reduce income subject to tax when applicable requirements are satisfied.
Potential deductions depend on your circumstances and may involve areas such as:
- Certain qualifying retirement contributions
- Certain qualifying health-related accounts
- Certain education-related items
- Applicable self-employment expenses
- Certain qualifying charitable contributions
- Other deductions permitted under applicable tax law
Not every expense qualifies as a deduction.
We review applicable documentation based on the taxpayer's circumstances.
Standard Deduction vs. Itemized Deductions
Depending on applicable tax rules and your circumstances, an individual return may use the standard deduction or itemized deductions.
Potential itemized-deduction documentation may include applicable records involving:
- Mortgage interest
- Certain state and local taxes
- Qualifying charitable contributions
- Certain medical expenses
- Other qualifying items
Which approach applies depends on the taxpayer's circumstances and current tax rules.
Tax Preparation for Homeowners
Buying, owning, or selling a home can generate tax documents that should be reviewed when preparing your return.
Potentially relevant documentation may include:
- Mortgage-related tax documents
- Closing statements
- Property purchase records
- Property sale records
- Certain improvement records
- Other applicable property documents
Owning a home does not automatically mean every housing-related expense is deductible.
Retirement Income Tax Preparation
Retirement can introduce several types of tax documents.
Depending on your circumstances, income may include:
- Pension income
- Retirement-account distributions
- Social Security benefits
- Interest income
- Dividend income
- W-2 employment
- Consulting income
- Business income
- Rental-property income
Bring documentation for every applicable source.
The tax treatment of retirement-related income depends on applicable tax rules and individual circumstances.
Tax Preparation for Students & Education Expenses
Education-related circumstances may generate tax documents relevant to an individual return.
Depending on the situation, documents may include:
- Education-related tax forms
- Scholarship information
- Qualifying expense records
- Student loan interest documentation
- Other applicable education records
Eligibility for education-related deductions or credits depends on applicable requirements.
Gig Worker Tax Preparation
We assist qualifying taxpayers earning income through gig and platform-based work.
This may include:
- Rideshare drivers
- Delivery drivers
- Couriers
- Freelancers
- Online service providers
- Other independent workers
Maintain applicable 1099 forms, platform statements, income records, mileage records, and business-expense documentation.
Side-Hustle Tax Preparation
A side hustle can generate tax-reporting responsibilities even when it is not your primary occupation.
Examples may include:
- Consulting
- Tutoring
- Freelancing
- Cleaning services
- Landscaping
- Photography
- Online services
- Content-related work
- Delivery work
- Other independent activities
Keep accurate records of applicable income and expenses.
Rental Property Income
An individual return may also involve rental-property activity.
Relevant documentation may include:
- Rental income
- Property management statements
- Repairs and maintenance
- Insurance
- Certain operating expenses
- Depreciation information
- Property improvements
- Purchase or sale documentation
Rental-property tax treatment depends on the property's use, activity, and applicable tax rules.
Investment-Related Tax Documents
Some taxpayers receive tax documents involving investment accounts.
Depending on your circumstances, these may report:
- Interest
- Dividends
- Sales of investments
- Other applicable investment activity
Bring all applicable tax documents issued by your financial institutions or investment providers.
More specialized tax situations may require services outside the scope of standard individual tax preparation.
Multiple Sources of Income
Your return may involve several types of income simultaneously.
Examples include:
- W-2 + 1099
- Multiple W-2s + 1099
- W-2 + retirement income
- W-2 + rental income
- W-2 + side business
- Retirement + consulting
- Self-employment + rental income
- Employment + business + rental income
Complete documentation becomes especially important when multiple income sources are involved.
Prior-Year Individual Tax Returns
Need to prepare an individual return from an earlier year?
Prior-year preparation may be available depending on the tax year and circumstances.
Gather applicable documentation for the year involved, including:
- W-2s
- 1099s
- Retirement-income documents
- Dependent information
- Business records
- Rental-property records
- Other applicable tax documents
Amended Individual Tax Returns
Sometimes additional or corrected information becomes available after a return has already been filed.
An amended return may be appropriate in certain circumstances.
Examples may involve:
- Missing income documents
- Corrected tax documents
- Incorrect information on the original return
- Additional relevant documentation
- Other changes affecting the original return
We can review the information and determine whether amended-return preparation falls within the services we provide.
What Documents Do I Need for Individual Tax Preparation?
Your exact requirements depend on your tax situation.
Identification & Personal Information
Bring applicable:
- Government-issued identification
- Social Security or taxpayer identification information
- Dependent information
- Prior-year tax return
- Employment & Income Documents
Bring applicable:
- W-2 forms
- 1099 forms
- Retirement-income documents
- Social Security tax documents
- Interest and dividend tax documents
- Investment-related tax documents
- Other income statements
- Self-Employment Records
If applicable, bring:
- Business income records
- 1099 forms
- Expense records
- Equipment and supply records
- Advertising expenses
- Business insurance
- Professional fees
- Mileage records
- Other applicable business documentation
- Property & Housing Documents
Depending on your circumstances:
- Mortgage-related tax documents
- Rental-property records
- Property purchase documentation
- Property sale documentation
- Other applicable property records
- Education & Childcare Documents
Depending on your circumstances:
- Education-related tax forms
- Student loan interest documentation
- Childcare provider information
- Other applicable education or childcare records
How Individual Tax Preparation Works
Schedule Your Appointment
Book your tax preparation appointment and provide basic information about your tax situation.
Gather Your Documents
Collect all applicable W-2s, 1099s, dependent information, business records, and other tax documents.
Provide Your Information Securely
Tax documents contain sensitive personal and financial information. Use the secure document process provided for tax records rather than sending sensitive information through an ordinary unsecured contact form.
Prepare the Return
Your return is prepared using the information and documentation provided and applicable tax requirements.
Review
Applicable information is reviewed before the return is finalized.
Complete the Filing Process
After applicable review and authorization requirements are completed, the return can proceed through the appropriate filing process.
Why Choose Us for Individual Tax Preparation?
Professional Service
We focus on organized, professional tax preparation and clear communication.
Individual Attention
Your return is based on your circumstances rather than a one-size-fits-all approach.
Experience With Different Income Types
We assist qualifying taxpayers with W-2, 1099, self-employment, business, retirement, rental, and other income situations.
Help With Organization
We help identify the documentation relevant to preparing your return.
Central Florida Service
We serve qualifying taxpayers throughout Orlando and surrounding Central Florida communities.
Individual Tax Preparation Throughout Central Florida
Our tax preparation services are available to qualifying clients throughout:
- Orlando
- Kissimmee
- Winter Park
- Winter Garden
- Ocoee
- Apopka
- Altamonte Springs
- Sanford
- Lake Mary
- Maitland
- Oviedo
- Clermont
- Davenport
- Celebration
- St. Cloud
- Lake Nona
- Dr. Phillips
- Windermere
- Horizon West
- Deltona
- DeLand
- And surrounding Central Florida communities
Visit our Areas We Serve page for additional locations.
Frequently Asked Questions About Individual Tax Preparation
Do you prepare W-2 tax returns?
Yes. We provide individual tax preparation for qualifying taxpayers with W-2 income.
Can you prepare my taxes if I have several W-2s?
Yes. Bring W-2 forms from every applicable employer.
Can you prepare a return with both W-2 and 1099 income?
Yes. We can assist qualifying taxpayers whose returns involve both employment and independent income.
Do you prepare self-employed tax returns?
Yes. We assist qualifying independent contractors, freelancers, consultants, gig workers, and other self-employed taxpayers.
Can I claim my child as a dependent?
Whether someone qualifies as a dependent depends on applicable tax requirements and the individual's circumstances. Bring the relevant information so your situation can be reviewed.
What tax credits can I receive?
Eligibility depends on your income, filing status, dependents, expenses, and other requirements. Your documentation must be reviewed before determining which credits may apply.
What deductions can I claim?
Available deductions depend on your circumstances and applicable tax rules. An expense should not be assumed deductible simply because you paid it during the year.
Do you prepare taxes for rideshare and delivery drivers?
We can assist qualifying rideshare, delivery, courier, and other gig-economy workers.
Can you prepare a return involving rental property?
We can assist with qualifying returns involving rental-property activity.
Can you prepare prior-year individual returns?
Prior-year preparation may be available depending on the tax year and circumstances.