Financial Design Studio Tax Preparation
Personal Services

Personal Tax Return Preparation

Paying taxes is a fact of life. But you don't have to complicate things by trying to file taxes yourself.

Our Enrolled Agent will help you get your taxes filed accurately and on-time. We check to make sure you're not missing any valuable tax benefits, and point out things you can do to lessen your tax burden in the future. 

We're able to prepare and file your taxes electronically, so no more fumbling around with sending documents via snail mail.

How We Prepare Tax Returns

  • Gather all relevant data from you electronically, or in-person if you prefer.
  • Review your previous year's tax return to make sure you didn't miss any important benefits.
  • Help you set up retirement savings accounts that can provide you tax benefits.
  • Review return with you prior to filing with the IRS.
  • Offer e-signature through IRS Form 8879 so there's no mailing and no delay to getting your taxes filed.

 

 

Getting
Ready

Personal Attention to Your Taxes

Your financial situation is unique. We take time to learn about your tax needs and help you anticipate future changes that may affect you.

Pricing can vary depending on the complexity of your tax needs. Please reach out to us to find out how we can help you with this year's tax returns. 

Related: Schedule a Consultation | Download our Tax Document Checklist