Tax Preparation
Made
Easier.
Get help organizing your tax documents and preparing your return based on your individual or business situation. Our process is designed to make document collection, review and communication clear from start to finish.
Help for Different Tax Situations
The exact service depends on your income sources, filing situation, business activity and tax documents.
W-2 Tax Returns
Preparation support for taxpayers with employment income and related tax documents.
1099 Income
Support for taxpayers who receive eligible contractor or other 1099 income.
Gig Workers
Tax preparation support for eligible delivery drivers and independent gig workers.
Small Business
Preparation support for qualifying sole proprietors and small business activity.
Family Returns
Support for qualifying filing situations involving spouses and dependents.
Home-Related Documents
Review applicable documents such as mortgage interest and property-related tax records.
Expense Organization
Help organize business income and expense information for tax preparation.
Document Review
Review submitted tax documents and identify additional information that may be needed.
Final Review
Review the prepared information with the client before completion.
Common Situations
- W-2 employees
- Independent contractors
- Gig workers
- Sole proprietors
- Married taxpayers
- Parents with qualifying dependents
- Small business owners
- Clients with multiple income documents
What You Can Get
- Initial tax consultation
- Tax document checklist
- Document organization
- Income and expense review
- Return preparation based on agreed scope
- Questions about missing information
- Client review before completion
- Copy of completed tax documents when applicable
A Simple Tax Preparation Process
We organize the process into clear steps so you know what information is needed and what happens next.
Consultation
Tell us about your filing situation, income sources and tax documents.
Documents
Provide the tax documents needed for your preparation.
Preparation
Your information is reviewed and the agreed tax preparation work is completed.
Review
Review the completed information and any remaining steps before completion.
Pricing Based on Your Tax Situation
A basic W-2 return can require much less work than a return involving self-employment, multiple forms or business activity.
Individual Tax Support
Contact Twin Oak for a personalized quote based on your filing situation and documents.
What Affects Your Price?
Pricing may vary based on filing status, number and type of tax forms, dependents, self-employment or business activity, investment or property-related documents, record organization and overall return complexity.
Ready to Organize Your Taxes?
Tell us about your tax situation and the forms you have. We’ll review the scope and provide a personalized quote before moving forward.