Financial Ace 1040 LLC

Personal Tax Preparation

Organized returns for individuals and families.

Get a clear preparation process from document intake to final review, with attention to income forms, deductions, credits, and filing details.

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Tax documents arranged for review

What this service covers

Personal tax preparation is for clients who want their return handled accurately, with supporting documents reviewed before filing.

01

Document intake

W-2s, 1099s, dependent details, education forms, deduction support, and prior-year context are organized before preparation starts.

02

Return preparation

Income, deductions, credits, and filing details are reviewed with a focus on accuracy and available tax benefits.

03

Final review

You receive a clear walkthrough of the return, next steps, records to keep, and items to watch for the following year.

Frequently asked questions

What income types do you prepare returns for?

We prepare returns for W-2 wages, Social Security income, retirement distributions, investment income, rental income, and multiple-state filings. If you received a 1099 or K-1, we can handle it.

Can you file both federal and state returns?

Yes. Personal tax preparation includes both your federal 1040 and any required state returns.

How much does personal tax preparation cost?

Basic 1040 preparation (W-2 only) starts at $125. Married filing jointly starts at $175. Additional income forms are $25–$50 each depending on complexity. See the full pricing page for all rates.

What documents should I have ready before my appointment?

You'll need your W-2s and 1099s, a government-issued ID, Social Security numbers for you and any dependents, prior-year return if available, records for any deductions you plan to claim, and any IRS or state notices.

Do you help with missed deductions and credits?

Yes. During preparation we review available credits — including Child Tax Credit, Earned Income Credit, education credits, and others — and check deduction eligibility to make sure you don't leave money on the table.

Still have questions?