Individual Tax
Individual Tax Preparation
Individual Tax Preparation at All Digital Tax is designed for people who want a calm, clear filing experience
and guidance that looks at your full financial picture — not just the numbers on a single form.
Instead of a rushed appointment or software that leaves you guessing, you get a thoughtful process,
clear explanations, and a return that reflects what is actually happening in your life.
Who We Serve
Is Individual Tax Preparation a Good Fit for You?
This service is built for individuals and families whose tax lives are complex enough that DIY tools
no longer feel comfortable — and who value having a steady professional in their corner.
- W-2 earners with additional income from side work, investments, or rental property.
- Self-employed individuals or freelancers filing a Schedule C but not yet ready for full business support.
- Taxpayers with multi-state issues, stock compensation, or meaningful investment activity.
- People who have experienced life changes — marriage, divorce, home purchase, or major income shifts.
If you are unsure whether you belong in an individual or business-focused service,
we can help you sort that out during your consultation.
What's Included
What Individual Tax Preparation Includes
We focus on accurate filing, clear communication, and identifying opportunities to improve future years.
-
Full return preparation.
We prepare your federal and, when applicable, state individual income tax returns based on the documents
and information you provide. -
Review of key life events.
We look at what changed during the year — income, family situation, property, or investments —
and how that flows through your return. -
Coordination with business activity.
If you also work with us on business services, we coordinate individual and business returns
so everything fits together. -
Plain-language explanation.
Before filing, we walk through your return with you, translating the important pieces into
clear, straightforward language.
For clients with more complex ongoing needs, Individual Tax Preparation can be paired with
Tax Strategy & Annual Tax Preparation
to add year-round planning.
Process
How the Process Works
-
1. Intro consultation.
We confirm fit, review your prior year situation, and outline what we will need from you. -
2. Secure document upload.
You receive a clear checklist and a secure place to upload W-2s, 1099s, statements, and other documents. -
3. Preparation & questions.
We prepare your return, reach out with clarifying questions as needed, and flag any important findings. -
4. Review & filing.
We walk through the results with you, answer questions, obtain your approval, and file electronically.
You receive organized copies for your records.
Pricing
Individual Tax Preparation Pricing
Pricing is based on the complexity of your return and the forms included. You will always receive a clear quote
before we begin.
Core Individual Return
Ideal for W-2 earners and individuals with straightforward filings and a small number of additional forms.
- Federal and applicable state return
- Standard income documents (W-2, 1099-INT, 1099-DIV)
- Child tax credits & common deductions
- Plain-language review before filing
Starting at
$375
Advanced / Investor Return
Best for clients with self-employment, investment activity, rentals, or cryptocurrency transactions.
- Schedule C (self-employment)
- Rental property reporting
- Stock sales & RSUs/ESPPs
- Crypto activity (full reconciliation included)
- Multi-state filing when required
$650–$1,250+
All quotes are provided upfront after reviewing your documents. No surprise fees and no hourly billing.
Common Questions
Frequently Asked Questions
Can you help if I usually use tax software?
Yes. Many clients come to us after outgrowing DIY tools. We can review prior years for obvious issues
and help you transition to a more supported experience.
What if my spouse and I have both W-2 and self-employment income?
That is very common. We will look at your full picture together and make sure your filing status,
deductions, and estimated tax approach support both of your income streams.
Do you work with clients outside your state?
Yes. We work remotely with clients across the United States, using secure tools for document sharing,
meetings, and signatures.
Next Step
Ready for individual tax season to feel calmer?
If you are ready for a more supported, less stressful filing experience, Individual Tax Preparation
may be a good fit.