Service 03 · Personal Tax Preparation
Your taxes handled
carefully and completely.
For individuals with more going on than a single W-2 — investments, rental income, multiple sources — tax filing benefits from someone who reads your situation thoroughly before putting anything on paper.
What This Delivers
A filed return you understand, supported by organized records.
When this engagement is complete, your individual income tax return will be prepared, reviewed, and filed — along with a post-filing summary that explains what was reported and why. You'll know what went into your return, not just that it was submitted.
The work covers employment income, investment earnings, rental properties, and other common sources. Every deduction and credit applicable to your situation is reviewed — not assumed or overlooked because it requires a second look.
Individual income tax return preparation
Employment income, investment earnings, rental properties, and other common sources — all covered and accurately reported.
Deduction & credit review
Your situation is reviewed for applicable deductions and credits — not just the obvious ones, but anything that warrants a closer look.
Document checklist
A clear list of what you need to gather, tailored to your income sources — so nothing important gets left out.
Post-filing summary
A written summary of what was reported, what was claimed, and what to keep in mind for next year.
The Situation
Tax filing gets complicated quietly, then all at once.
What starts as a straightforward return tends to grow over time — a rental property here, an investment account there, a side income that didn't exist five years ago. Most people reach a point where filing on their own starts to feel like a genuine risk rather than a manageable task.
Multiple income sources add real complexity
Employment income is straightforward. Investment dividends, rental income, freelance work, or distributions from retirement accounts each come with their own reporting requirements — and missing one has consequences.
Deductions that apply go unnoticed
Tax software asks questions, but it can only prompt for what you know to look for. A thorough review of your actual situation — not just a guided interview — tends to surface things a questionnaire misses.
Filing errors are hard to undo
Mistakes on a return require amended filings, which take time and attention you'd rather not spend. A careful first filing is simpler than correcting a rushed one.
The Approach
Thorough review before anything gets filed.
The work begins with understanding your actual situation — not just the documents you send, but what they mean in the context of your financial life that year. Every applicable deduction and credit is considered deliberately, and the return is reviewed before it's submitted.
The Process
Situation review
We discuss your income sources, any significant financial events in the tax year, and anything that might affect your return before a single document is collected.
Document collection
You receive a checklist tailored to your income sources. We request only what's needed — and explain why each item matters.
Return preparation & review
The return is prepared and reviewed carefully — every figure traced back to its source, every applicable deduction and credit checked.
Filing & post-filing summary
Once you've reviewed and approved the return, it's filed. A post-filing summary is prepared so you have a clear record of what was submitted.
Income Sources Covered
Employment income — W-2s from single or multiple employers
Investment earnings — dividends, capital gains, interest income
Rental property income and associated deductible expenses
Retirement account distributions and Social Security income
Other common income sources applicable to your specific situation
Designed For
Individuals with moderate complexity in their financial lives — not straightforward single-income filers, but not businesses or those with unusual specialized situations either.
The Experience
Organized, unhurried, and explained along the way.
Tax preparation done well shouldn't feel like a transaction. The goal is that you come away understanding your return — not just having it filed. Each step is communicated clearly, and you have the opportunity to review before anything is submitted.
Week 1
Intake conversation
We talk through your income sources and any notable financial events from the tax year. This shapes the document checklist and helps us anticipate anything that needs closer attention.
Week 1–2
Document gathering
You receive your checklist and share documents at your own pace. If something on the list isn't available or doesn't apply, that's easy to address — we'd rather know than guess.
Week 2–4
Preparation & your review
The return is prepared and sent to you for review before filing. You can ask questions, request clarification on any figure, or flag anything that looks off. Nothing is submitted without your approval.
Filing
Filed & summarized
Once you've approved the return, it's filed. You receive a post-filing summary and a follow-up window for any questions that come up after the fact.
The Investment
One flat fee.
No billing surprises.
This engagement is priced at $400 USD — a fixed fee for the complete scope of work. There's no hourly rate that accumulates, no additional charge for a second pass at deductions, and no ambiguity about what you're paying before the work begins.
If your situation has an unusual element — a complex sale, an estate distribution, something outside the scope of individual personal income — that's worth a conversation before you commit. Scope is agreed upfront, not discovered partway through.
The post-filing summary is included at no extra cost and is yours to keep for your own records or share with a financial advisor.
One-time engagement · Fixed price
What's Included
Individual income tax return preparation
Thorough review of applicable deductions and credits
Tailored document checklist
Pre-filing review — your approval before anything is submitted
Post-filing summary report
Post-delivery follow-up window included
What to Expect
Honest about what this covers — and what it doesn't.
This service is designed for individuals with moderate financial complexity. Here's how the engagement is scoped, and how to know if it's the right fit for your situation.
Scope
Individual income — not business returns
This engagement covers personal income tax returns. It's well suited for individuals with employment income, investment accounts, and rental properties — but not business entities, partnerships, or highly specialized situations that require a different kind of practice.
Accuracy
Every figure reviewed before filing
The return is prepared and reviewed internally before you see it. When it comes to you for approval, the figures have already been checked against your source documents. You're reviewing a finished product, not a draft in progress.
Timeline
Typically three to four weeks
From the time your documents are complete, most returns are prepared and ready for your review within three to four weeks. Starting the engagement early in the season helps — we'll let you know if timing affects your situation.
Our Commitment
You approve it before it's filed. That's not optional.
Nothing about your return is submitted without your explicit approval. If you have questions after reviewing it, those questions get answered — in plain language, before we move forward. And if a mistake on our part requires correction, we address it directly.
Your approval before filing
The completed return is sent to you for review before it's submitted. You have the opportunity to ask questions, request clarification, or flag anything that looks wrong.
Plain-language explanations
If you want to understand any line on your return, ask. Answers come in plain language — not technical references to IRS sections that leave you no better informed.
No-obligation initial conversation
The first conversation is free. It's a chance to discuss your situation and confirm this engagement is the right fit before any commitment is made.
Errors corrected without friction
If a mistake on our part needs to be addressed, we'll correct it. Straightforwardly, and without making you feel like you're asking for something unreasonable.
Getting Started
The earlier you start, the calmer the process.
01
Send a short note
Use the contact form to introduce your situation — a brief description of your income sources and what you're hoping to accomplish is enough. We'll respond within two business days.
02
Intake conversation
We talk through your tax year and confirm the engagement scope. You receive a tailored document checklist and know exactly what's covered before any work begins.
03
Review, approve, filed
Your documents come in, the return is prepared, you review and approve it, and it's filed. Your post-filing summary arrives shortly after — and the follow-up window is open for any questions.
Personal Tax Preparation
A careful filing experience for people who want to understand their return.
The initial conversation carries no obligation and costs nothing. If this engagement fits your situation, we'll move forward at a pace that works for you. If something else serves you better, we'll say so directly.
Other Services
Explore other ways Grapharc can help.
Service 01
Personal Financial Organization
Categorization of income and expenses, bank statement reconciliation, and a personal financial summary. Ideal for major life transitions — retirement, divorce, or estate planning.
Service 02
Retirement Account Coordination
Review and documentation of retirement account balances, contributions, and distributions across multiple accounts. Includes a consolidated summary and required distribution calendar.