Personal Tax Preparation
Our personal tax preparation services are designed to help individuals and families file accurate, timely tax returns with confidence. Whether you have W-2 income, multiple sources of income, or self-employment earnings, we take the time to understand your financial situation and apply current tax laws to maximize eligible deductions and credits. From straightforward returns to more complex filings, we provide dependable, stress-free tax preparation so you can avoid errors, stay compliant, and gain peace of mind during tax season.
Pricing
Starting at $200
Our tax preparation pricing is based on the complexity of your return and the level of support required to ensure accuracy and compliance. Because every tax situation is unique, fees may vary depending on factors such as filing status, dependents, multiple income sources, self-employment, number of forms, and additional schedules or credits. Pricing listed on our website reflects starting-at rates and may increase based on the specific details of your return. We will review your tax situation with you before work begins so you understand the cost upfront—no surprises. Our goal is to provide reliable, professional tax preparation services that deliver value, confidence, and peace of mind.
State Return is an additional cost.
Most tax returns are completed within 7–14 days after all required documents are received. Returns with added complexity or unforeseen transactions may take longer, and additional fees may apply.
What Should I Upload
To prepare your personal tax return accurately and efficiently, certain documents may be required depending on your personal and financial situation. Whether you’re employed, unemployed, married, single, have kids, or have a side gig, there’s tax information that fits your situation. To prepare your return we will require documents related to your personal identification, sources of income, potential deductions and credits, and other financial details. Common information and documents that may be needed to complete your tax return include:
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Personal Information & Identification
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Personal information for you and, if applicable, your spouse and dependents (Full legal name, SSN or ITIN, date of birth, current address)
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Proof of identity (government-issued photo ID) for you and your spouse (if filing jointly)
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Banking Information
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Prior-year tax return
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Sources of Income
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Form W-2
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Form 1099-INT, 1099-DIV, or 1099-OID
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Form 1099-R
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SSA-1099
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Records for other income, such as unemployment compensation, gambling winnings, jury duty pay, alimony received, or prizes and awards
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Deductions & Credits
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Form 1098-T or 1098-E (Education expenses)
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Childcare records
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Medical expenses
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Charitable donations records
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Retirement contributions
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Form 1098 (Mortgage Interest)
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Property tax statement
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Form 1094-A, B, or C (Health insurance forms)
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Self-Employment / Business (if applicable)
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Income record (Form 1099-NEC, 1099-K, or 1099-MISC)
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Business expense records
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Mileage logs
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Business use of home information
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2025 Tax Organizers
Preparing your personal tax return accurately and efficiently may require different documents based on your financial and personal circumstances. Our tax organizer is designed to help you collect and organize the information and paperwork needed to complete your return correctly and with minimal delays.
Ways To Get Started
To protect your personal and financial information, you will receive a link to a secure client portal created specifically for you. This private portal allows you to securely upload your tax organizer(s) and tax documents at your convenience, ensuring your information remains confidential, organized, and protected throughout the tax preparation process.
Upload From Your Computer
Upload your tax documents and let us do the work for you.
Disclaimers
The information contained on this site is provided for informational purposes only and should not be construed as professional tax advice. Each person's tax situation is unique and individual results will vary, including whether someone receives a tax refund or owes taxes. Coresperity makes no guarantee of any particular result. We do not guarantee that you will receive a refund.