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Investor Income Tax

real property, stock, and crypto

starting from $125

Tax Preparation | Amendments | Audit Assistance

Filing Deadline: April 15, 2024

Last chance to claim 2020 refund: April 15, 2024

Virtual Options available

Weekend appointments Jan 20 - April 30

What you'll need to file taxes

Real Estate: profit & loss statement, balance sheet, property tax documents

Stock Day Traders: 1099B, list of business expenses

Crypto Traders: a record of all transactions (purchases, sales, AND exchanges), business expenses if day trading

Everyone: all other relevant tax documents to prepare personal taxes (see individual income tax page)

Our Process

Step 1: Submit Information

Step 2: Be on Standby

To get started, fill out our intake form or schedule an in-person appointment. You can upload your tax documents to our online portal or drop them off at any of our offices.

Our team will work diligently on preparing your tax return, and most likely, they will have some follow-up questions, so don't be surprised if they reach out with a question or two. They will keep you updated on the progress of your return.

Step 3: Sign Tax Return

Once done, we'll set up a meeting with you to go over your tax return, so you understand everything before you sign. This can be a virtual or an in-person meeting. Whatever works best for you! Then sign and you're done.

Other Services

Individual Tax

Federal & state individual income tax return


Sole proprietor, single-member LLCs, contractors

Property Tax

MN rental rebate and property tax refund

Learn More

Business Tax

Limited liability companies, corporations, and partnerships

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