Clients with personal tax situations, who are W2 employed and have no other sources of income.

Clients who have more complex personal tax situations, and who are not self-employed but may have additional sources of income like stocks, dividends, or crypto.

Clients who need their personal taxes prepared and are Sole Proprietors or/and have a mixture of Self Employment incomes and other types of income.

Bookkeeping must be in order before booking this appointment.