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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 2021 refund: April 15, 2025
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.