SERVICES

Personal tax return preparation with clear guidance

Personal tax returns can involve more than a W-2. Investments, dependents, retirement income, multiple states, self-employment, and rental property can all affect the final result. Tavella CPA Group prepares federal and state individual returns and explains what information is needed, what changed, and what happens next.

Request Individual Tax Preparation

Situations we commonly handle

W-2 and retirement income
Interest, dividends, and investment sales
Dependents and education items
Multiple-state filings
Self-employed income
Rental-property activity
Estimated payments
Prior-year carryforwards
IRS and state tax documents

What makes your personal return more complex?

A return with multiple states, investments, business income, rental property, or prior-year corrections may require work beyond basic wage reporting. Start with the situation closest to yours.

High-income and investments

Coordinate investment, income, payment, and separately scoped planning questions.

Living or working in multiple states

Identify residency, wage sourcing, and applicable state-return work.

RSUs, ISOs or NSOs

Review equity reporting and accepted tax planning separately from investment decisions.

Rental-property reporting

Coordinate rental records and reporting with the accepted return.

Self-employment and Schedule C

Define business income, expense, and individual-return preparation.

Amended and prior-year corrections

Review the affected years and appropriate correction scope.

What the process looks like

After the scope is confirmed, you complete a secure organizer and upload documents through the client portal. The return is prepared, reviewed, delivered for your review and signature, and filed after the required authorization and payment steps are complete.

ANTICIPATED DELIVERABLE

What you receive with your individual return

Your prepared return package and completion instructions identify the accepted federal and state work and any questions that remain.

Illustrative work-product layout—not client data or a tax calculation.
Work product	What it contains
Return package	Agreed federal and state returns based on the records provided.
Review items	Remaining questions and separately scoped issues.
Amounts reported	Balances or refunds and payment instructions on the prepared returns.
Completion	Your copy, required signatures and filing responsibilities.

Amendments, projections and specialty work are separate unless included in the engagement.

Your engagement identifies the items included. Additional years, entities, states, corrections and advisory work are agreed separately.

COMMON QUESTIONS

Questions about individual tax preparation

What documents will I need?

The required documents depend on your return. Common items include wage and retirement forms, investment tax forms, dependent and education information, prior-year carryforwards, estimated-payment records, and documents for any self-employment or rental activity included in the scope.

How do I upload documents?

After engagement setup, use the secure client portal and the upload instructions provided by Tavella CPA Group. Do not send Social Security numbers, tax returns, bank information, or other sensitive documents through the public contact form or ordinary email.

Is this service cloud-based?

Yes. Organizers, secure document uploads, messages, electronic signatures, invoices, and final documents can be handled online through the appropriate secure workflow.

Are additional states included?

Only the federal and state filings listed in the written scope are included. If another state filing is identified, the additional scope and fee are confirmed before that work proceeds.

How long will preparation take?

Timing depends on the service, complexity, completeness of the information provided, filing deadline, and current availability. Expected timing is discussed when the scope is confirmed; submitting a consultation request does not reserve a filing deadline.

What happens if information is missing?

Tavella CPA Group will identify the missing items and explain what is needed next. Preparation or filing may need to pause until the required information is received, and any deadline or extension options will be discussed based on the circumstances.

Is audit or notice representation included?

Only when representation is expressly included in the written engagement. Audit, examination, and notice-response work are otherwise reviewed and scoped separately.

PLAIN-ENGLISH TAX GUIDES

Use these source-backed guides to prepare for a conversation about this service. The guides provide general information, not advice for a specific situation.

Individual Tax-Preparation Checklist

A practical checklist of identity, income, deduction, payment, and life-event records to organize before individual tax-return preparation.

Read guide

RSU, ISO, and NSO Tax Guide: What Changes and When

A plain-English guide to the tax timing, records, withholding, basis, AMT, and sale reporting questions that can arise with RSUs, ISOs, and NSOs.

Read guide

Multi-state tax return: when to file and what documents you need

Learn when resident, part-year, or nonresident state returns may be required, which records to gather, and how sourcing and credits affect filing.

Read guide

Moving from New York to Florida: Taxes and Move-Year Filing

A CPA-reviewed guide to New York part-year and nonresident returns after a move to Florida, including residency, remote work, records, and source income.

Read guide

Browse all tax guides

WHO THIS SERVICE HELPS

See how this service connects to your situation

Start with the client guide that best matches how you earn income, own assets, or operate your business.

Real Estate Investors

CPA tax preparation and planning for real estate investors and rental-property owners, including depreciation, property sales, estimates, and multi-state filings.

View client guide

Consultants & Self-Employed Professionals

CPA tax help for consultants, freelancers, independent contractors, and self-employed professionals, including Schedule C, estimates, and entity questions.

View client guide