Individual Tax Preparation (Form 1040)
Accurate, audit-ready federal and state tax returns for W-2 earners, freelancers, and families — every deduction and credit captured.
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Overview
What it is
Complete preparation, review, and e-filing of your federal Form 1040 and any required state returns. We handle W-2 wages, 1099 income, investment activity, itemized deductions, and life-event changes.
Who needs it
U.S. citizens, green card holders, and resident aliens — including single filers, families, freelancers, retirees, and dual-income households.
Key benefits
- Maximize your refund with every eligible deduction and credit
- Reduce audit risk with a CPA-level review of every return
- Plain-English explanation of your numbers before we file
- Fast turnaround — most returns complete in 3–5 business days
What's Included
Every engagement is fixed-fee. No surprises, no hourly billing.
- Federal Form 1040 preparation and e-filing
- All applicable state and local tax returns
- Schedules A, B, C, D, E, and SE as needed
- Child Tax Credit, EITC, and dependent care credits
- Education credits (AOTC, Lifetime Learning, 1098-T)
- Retirement contribution and HSA optimization
- IRS e-file confirmation (Form 9325) and PDF copies
- Year-round answers to follow-up questions at no extra cost
Why Choose TaxBridge Advisory
Led by a Senior Tax Analyst with deep IRS and multi-state expertise across individual, business, and international filings.
Every return follows current IRS procedures, security standards, and documentation requirements — no shortcuts.
Authorized to prepare and e-file federal and state returns for clients in all 50 U.S. states and abroad.
Encrypted client portal for uploads, signatures, and delivery — your sensitive data is never sent through email.
Frequently Asked Questions
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Speak directly with a tax professional about your individual tax preparation needs. Get a clear plan and fixed-fee quote before you commit to anything.