Personal Tax Preparation
Full-service tax preparation for individuals with investments, rental properties, self-employment income, and other complex situations.
What This Is
Personal tax preparation that goes beyond entering numbers into boxes. We review your full financial picture, identify deductions and credits you qualify for, and prepare an accurate return. For a simple W-2 situation, tax software might work fine. But most business owners have more going on than that.
Self-employment income, rental properties, investment gains and losses, retirement contributions, K-1s from partnerships or S corporations. Each of these adds complexity to your return. Getting them right means understanding how they interact and what documentation you need to support your positions if questions ever come up.
The Work
The Work
Gather your documents and review the full picture. Identify every deduction and credit that applies to your situation. Prepare federal and Idaho state returns. E-file and handle any follow-up. Answer questions throughout the year, not just during tax season.
The Complexity
The Complexity
Schedule C for self-employment. Schedule E for rental income. Capital gains from investments. K-1 forms from business entities. Estimated tax payments. Home office deductions. The more complex your situation, the more opportunities exist both to save money and to make expensive mistakes.
Why This Matters
Tax software asks you questions and puts numbers in boxes. It doesn’t know what questions it should have asked but didn’t. It can’t flag the deduction you could have taken if you’d structured something differently last year. It doesn’t understand that your rental property depreciation might be wrong because it never asked about your actual cost basis.
The real cost isn’t just potential penalties for errors. It’s the money you leave behind every year because nobody looked for it. A missed deduction here, an overlooked credit there. Over five or ten years, that adds up to real money that stayed with the IRS instead of in your pocket.
Missed Opportunities
Missed Opportunities
Home office deductions that weren’t calculated correctly. Vehicle expenses that got left out. Health insurance premiums for self-employed individuals. Retirement contributions that reduce taxable income. Credits for education or energy improvements. These get missed when nobody’s actively looking for them.
Connected Returns
Connected Returns
For business owners, your personal return connects directly to your business return. The way your entity is structured affects your personal taxes. Distributions, reasonable compensation, pass-through income. If someone’s only looking at half the picture, they’re missing opportunities on both sides.
What Changes
Your return gets prepared by someone who is actively looking for savings, not just entering data. Every deduction that applies to your situation gets captured. Your documentation is organized and your positions are supported. When you sign and file, you know the numbers are accurate and complete.
If a question comes up in July about an estimated payment or a transaction you’re considering, you have someone to call. And if the IRS ever sends a notice or requests an audit, you have Enrolled Agents who can represent you directly. That’s not something tax software will ever offer.
Proactive Approach
Proactive Approach
We don’t wait for you to mention a deduction. We ask about your situation and identify what applies. Most clients find savings they didn’t know existed. The goal is a complete and accurate return that minimizes your tax liability within the law.
EA Representation
EA Representation
Enrolled Agents are federally licensed to represent taxpayers before the IRS. If something comes up after filing, you’re not on your own. We can respond to notices, handle audits, and negotiate on your behalf. That peace of mind comes with the relationship.
The Treasure Valley's Tax and Accounting Team
The Next Step:
A Short Conversation
Tell us what you're dealing with. We'll listen, answer your questions, and give you a straightforward quote.
