Some personal returns are simple. Most of the ones that walk through my door are not — a rental here, some stock sales there, a move mid-year, a K-1 from a family partnership. I prepare individual returns with the care of someone who has seen thirty years of what goes wrong when they're rushed.

Federal and state individual returns — Including California, Nevada-adjacent situations, and any other states your year touched.

 

Investment income — Brokerage accounts, capital gains and loss harvesting, dividend treatment, and the fund-level details (like U.S. government interest exclusions) that software users routinely miss.

 

Rental properties — Long-term and short-term, with depreciation done right from the start — because fixing years of wrong depreciation is far more expensive than doing it correctly once.

 

Retirees — Retirement account distributions, Roth conversion planning, Social Security taxation, and charitable strategies like qualified charitable distributions.

 

Life events — Home sales and the exclusion rules, marriage and divorce, inheritances and stepped-up basis, and the year someone dies.