Individual Tax Return Filing

I need a licensed or certified tax professional to prepare and file my individual return for the current tax year. All income sources, deductions, and credits must be reviewed so the final submission is fully compliant and optimised for accuracy.

Scope of work
• Collect and organise my income statements, deductions, and any relevant supporting documents
• Prepare the complete individual return, ensuring every figure is substantiated
• Identify legitimate deductions or credits I may have overlooked
• Provide a brief explanation of any key assumptions or positions taken
• File (or furnish a ready-to-file package) for both federal and state, and confirm acceptance

What I’ll provide
Scanned income documents, prior-year return, and answers to any clarifying questions you send.

What I expect from you
• A clear timeline with milestones
• Secure handling of my financial information
• A detailed project proposal outlining your approach, the checklist you will follow, and the software you intend to use

Preference will be given to professionals with recent experience preparing individual returns and a track record of error-free filings.