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Tax season doesn’t have to be stressful. We help individuals prepare and file both in-state and out-of-state tax returns, maximizing deductions while ensuring full compliance with IRS regulations. Whether you’re a W-2 employee, freelancer, or retiree, we make tax filing simple and worry-free.
Please note that an email address is required to complete your tax preparation services.
Individual Tax Returns
Individual Tax Returns
Starting at $140
Complete preparation of Form 1040 with all schedules and forms needed for your personal tax situation.
W-2 and 1099 income
Standard or itemized deductions
Tax credit optimization
E-filing included
Family Tax Planning
Family Tax Planning
Starting at $200
Comprehensive tax services for families, including child tax credits, dependent care, and education benefits.
Child tax credits
Dependent care FSA
Education credits
Family tax strategies
Retirement & Investment taxes
Retirement & Investment taxes
Starting at $200
Expert handling of retirement income, investment gains/losses, and dividend reporting.
IRA/401k distributions
Capital gains/losses
Dividend income
Investment strategy planning
Home Owner Tax Services
Home Owner Tax Services
Starting at $200
Maximize your home-related deductions including mortgage interest, property taxes, and home office.
Mortgage interest deduction
Property tax deduction
Home office deduction
Energy credit assistance
Student & Education Taxes
Student & Education Taxes
Starting at $200
Navigate education tax benefits including student loan interest, tuition credits, and scholarships.
Student loan interest
Education credits
Scholarship reporting
529 plan guidance
Self-Employed individual
Self-Employed individual
Starting at $400
Specialized tax prep for freelancers and independent contractors with Schedule C filing.
Schedule C preparation
Self-employment tax
Business expense deductions
Quarterly estimates
Step 1
Attached is our 2025 Client Intake Form. You may download or print the form at your convenience and return it to us when complete. This will help us efficiently gather your information.
Step 2
Please upload your completed 2025 Client Intake Form using the submission form provided
Documents needed for Personal tax preparation
Documents needed for Personal tax preparation
Form of Identification
Driver's license, State Issued Photo ID for taxpayer(s), or Passport, Green Card
Social Security Numbers for each taxpayer(s) and dependent(s)
Birthday's for taxpayer(s) and dependent(s)
All income documents
Copy of last year's tax return
W2's
1099-MISC's
1099-NEC's
Retirement income (1099-R)
Rental Property Income and Expense Summary
Stocks and Bonds, Withdrawals/Rollovers from IRA/401k
1099-INT
1099-DIV etc.
1099-B
Health Insurance
Form 1095-B, 1095-C from employer or Form 1095-A from healthcare Marketplace for taxpayer(s) and dependents
All Other Documents to support filing
Mortgage interest statement Form 1098
Tuition/Education Loan interest (1098-E)
Alimony Payments Recieved
Child-care, Dependent care
Cash and Non-Cash Charitable Contributions
IRA Contributions (Form 5498)
Medical Expenses
By clicking on this image, you can download, print or copy our Client Organizational Form (PDF) for personal tax preparation.
Taxes can always be sent Via email to frank@thetaxlady.net if you do not want to upload documents
Tax Forms and Schedules You May Receive / Use to Prepare Your Return
Tax Forms and Schedules You May Receive / Use to Prepare Your Return
By clicking the underlined link, you will be redirected to a preview of the form.
Form 1040 U.S. Individual Income Tax Return
Form 8812 Additional Child Tax Credit
Schedule 1 Additional Income and Adjustments to Income (Student Loan Interest only)
Schedule 2 Additional Taxes
Schedule 3 Additional Credits and Payments
Schedule A (Form 1040) Itemized Deductions
Schedule B (Form 1040) Interest and Ordinary Dividens
Schedule C (Form 1040) Profit or Loss From Business
Schedule D (Form 1040) Capital Gains and Losses
Schedule E (Form 1040) Page 1, supplemental Income and Loss
Schedule EIC Earned Income Credit
Schedule SE (Form 1040) Self-Employment Tax (Taxpayer Long Sch SE)
Use the buttons below to quickly navigate to the pages you may be looking for.
Please note that tax returns will only be prepared and submitted once payment for services has been received.
If full payment cannot be made, a 50% deposit will be required upfront.
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