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Tax Return Preparation
Federal and state individual returns, including more complex self-employment, family, and business situations.
Personal service. Practical tax guidance.
Your taxes.
Your questions.
Your decision.
Real tax help without pressure. Free consultations, free tax planning conversations, and no preparation fee unless I file your return.
Personal service. Real conversations.✓Free consultations✓Free tax planning✓First-time meet & greet✓Remote convenience
01 / About Me
A tax preparer you can actually talk to.
I'm Steven. I want you to understand what we're filing, why it matters, and what you can do differently next year.
I like to meet new clients in person at some point during the first tax-filing process. That might be an introductory, hour-long sit-down to get acquainted, answer questions and verify identity. Once we've met and completed the necessary verification, most of the paperwork, follow-ups, and future returns can usually be handled remotely.
Whether it's a first tax return or years of small-business activity, I believe in keeping the process understandable, efficient and personal.
02 / Services
Good tax preparation starts with good questions.
Preparation is one part of the process. I'll also help you understand your withholding, estimated payments, and opportunities to make informed changes.
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Free Tax Planning & Strategy
Talk through your withholding, tax credits, estimated payments, and how financial changes could affect next year's taxes. No consultation fee.
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Clear, Form-Based Fees
Fees depend on which forms are needed and how complex they are. We'll discuss your return and anticipated fee before you decide to file.
STEP 01
Let's connect
Tell me what you need. Your consultation is free.
STEP 02
Meet & verify
For new clients, we'll arrange a face-to-face introduction and identity verification.
STEP 03
Work remotely
Share your information through agreed secure channels, and review questions online.
STEP 04
Your decision
Review the prepared return and fees. You only pay if I file it.
03 / Individuals & Families
From your first paycheck to retirement.
Everyday filing, life changes and first-time questions deserve clear answers.
Individuals & Families
W-2 income, dependents, head-of-household filing, and family tax credits.
Students & First-Time Filers
School income, scholarships, Form 1098-T, student credits and your first return. Download the free student guide →
Retirement & Life Changes
Retirement distributions, withholding decisions and planning for transitions.
04 / Self-Employed & Small Business
You handle your business. I'll help you handle the taxes.
Contractors, drivers, creatives, tradespeople and independent professionals often have a lot more going on than a single W-2.
Annual Totals, Not Every Receipt
Bring organized annual income and expense totals by category. Keep your original invoices, bank statements and receipts in case we need them.
Vehicle & Mileage Records
Record total annual mileage, business miles and commuting. Start and end odometer photographs make a useful record.
Free Practical Planning
We'll discuss withholding, quarterly estimated taxes, allowable deductions and business choices that might reduce surprises.
05 / Free Resources
Find your profession. Get organized.
Free, fillable PDF checklists organized for the way you work. Download them, enter your annual numbers, save your copy and bring the totals to your appointment.
Annual Income & Expense Summary
Annual amounts by category, relevant tax records and a full vehicle summary.
Download Fillable PDF ↓Vehicle & Mileage Bookkeeper
Start/end odometer readings, all 12 months, business mileage and a detailed trip log.
Download Fillable PDF ↓12 guides ready
Good records matter: These guides list potential tax issues, not guaranteed deductions. Business and personal vehicle use must be separated; representative mileage samples require corroborating evidence. A bank or credit-card statement may show payment but additional documentation can be necessary. IRS mileage guidance · IRS business records guidance.
06 / Upload Documents
Easy paperwork. Sensible security.
After we connect and verify your identity, most of your tax preparation can happen remotely.
The fillable PDFs on this site download directly to your device. You can fill them out and save your own copy. For tax documents containing identification numbers and financial details, contact me for secure delivery instructions before sending them.
Regular email can work for general questions, but it is not the same as an encrypted client document portal.
07 / Contact
Let's talk. It's free.
Have a question about your taxes, business expenses, or a life change? Start with a free conversation.
No obligation. No preparation fee if I don't file your return.
Email steven@steventhetaxguy.com or use the form to prepare an email in your mail application. The website does not store or transmit form submissions.