Prepare My Personal Tax Return

I need assistance finalising and e-filing my individual federal and state tax return for the current year. All of my income comes from regular salary/wages plus investment activity (dividends, interest, and a modest amount of capital gains). I’ll supply organised W-2s, 1099-DIV/INT/B, brokerage statements, and last year’s return in PDF so you can carry forward any relevant information.

Scope of work
• Review the source documents for accuracy and completeness
• Prepare the full Form 1040 package with all schedules required for wage and investment income
• Optimise legal deductions or credits that apply once you have reviewed my documents
• Provide a brief summary explaining any major figures or changes from last year
• E-file the return (or deliver a ready-to-sign copy if paper filing is more appropriate) and confirm acceptance

Deliverables will be the completed return in PDF, the e-file confirmation, and the working file (e.g., TurboTax, TaxAct, or similar) so I have a record for next year. Accuracy and data confidentiality are paramount; I’m happy to sign any NDA you provide.