INDIVIDUAL TAX RETURN PREPARATION
Let's Get Your Tax Return Started.
Thank you for choosing Tax Control Group™ for your Individual Tax Return Preparation.
Your first step is to complete your tax preparation intake. This will help us understand your filing situation and determine the information needed to prepare your return.
After completing the intake, you'll receive instructions for providing your tax documents through the designated secure client process.
Complete My Tax Preparation IntakeHere's What Happens Next
1 — Complete Your Intake
Tell us about your filing situation, income, deductions and other relevant tax information.
2 — Provide Documents Securely
Provide your tax documents through the designated secure client process.
3 — We Prepare Your Return
We'll review the information provided and prepare your return within the agreed scope.
4 — Review, Sign & File
You'll review the completed return and receive instructions for signatures and filing.
Start With Your Tax Preparation Intake
Complete your intake before providing tax documents. Your answers will help us understand the type of return being prepared and identify information we may need from you.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in the intake.
Complete My Tax Preparation IntakeYour Individual Tax Return Preparation Starts at $375
The $375 starting fee applies to a standard current-year Form 1040 within the established scope of this service.
Returns involving Schedule C business activity, rental properties, K-1s, additional states, significant investment activity, cryptocurrency or other additional complexity may require a higher fee.
If additional work is required, the scope and additional fee will be identified before that additional work proceeds.
What Should I Have Ready?
Depending on your return, you may need:
- W-2s and 1099s
- Prior-year tax return
- Income documentation
- Deduction and credit information
- Estimated-tax payment information
- Health insurance tax documents, when applicable
- Investment documents, when applicable
- State tax information
- Other documents relevant to your return
You do not need to provide these documents on this page.
Keep Your Tax Information Secure
Do not send tax returns, Social Security numbers, bank information or other sensitive taxpayer documents through ordinary email.
Sensitive information should only be provided through the designated secure client process.
Additional Complexity May Change the Preparation Fee
The $375 price is the starting fee for a standard individual return.
If your return includes items outside the standard scope, we'll identify the additional work and applicable fee before proceeding with that additional work.
Tax preparation does not automatically include bookkeeping, record reconstruction, amended returns, prior-year returns, tax-account investigation, notice response, audit services, separate tax-planning engagements or IRS/state representation.
Ready to Begin Your Tax Return?
Complete your tax preparation intake so we can begin gathering the information needed for your return.
Complete My Tax Preparation Intake