Individual tax preparation covers the process of organizing and filing federal and state income tax returns for single taxpayers, married couples filing jointly or separately, and heads of households. This service includes gathering all relevant income documents such as W-2 forms from employers, 1099 forms from banks and investment firms, and records of any self-employment income. We also collect information about deductions including mortgage interest statements, property tax records, charitable contribution receipts, and medical expense documentation. The process involves calculating taxable income by applying standard deductions or itemizing eligible expenses, determining any tax credits available such as the earned income tax credit or education credits, and ensuring all calculations comply with current tax laws. We prepare both federal Form 1040 and Massachusetts Form 1, accounting for state-specific deductions and credits available to Boston residents. The service includes electronic filing when appropriate and providing copies of all filed returns and supporting documentation for your records. We focus on accuracy and completeness to help ensure timely processing and refund delivery.
What's included
Comprehensive individual tax preparation
Federal Form 1040 preparation and electronic filing
Massachusetts Form 1 state tax return preparation
Review and organization of W-2, 1099, and income documents
Standard deduction or itemized deduction calculations
Tax credit identification and application (Earned Income Tax Credit, education credits, etc.)
Electronic signature preparation for IRS acceptance
Copies of all filed returns and supporting documentation
Basic tax planning discussion for next year
Common situations
When you need individual tax preparation
Retired individuals with pension income and Social Security benefits
Married couples with children claiming education and child tax credits
Homeowners in Boston with mortgage interest and property tax deductions
FAQs
Individual Tax Preparation questions answered
What documents do I need to bring for individual tax preparation in Boston, MA?
For individual tax preparation in Boston, MA, you should bring your Social Security card, all W-2 forms from employers, 1099 forms from banks and investment accounts, records of any self-employment income, mortgage interest statements, property tax bills, charitable donation receipts, and medical expense documentation. We will review everything during your appointment and let you know if additional documents are needed.
How long does it take to complete individual tax preparation in Boston, MA?
Individual tax preparation in Boston, MA typically takes 2 to 4 weeks from the time we receive all required documents and information. This timeline allows us to carefully review all income and deduction details, prepare accurate calculations, and complete the filing process. Rush preparation may be available for an additional fee depending on complexity.
Can you help with tax planning during individual tax preparation in Boston, MA?
During individual tax preparation in Boston, MA, we can review your current year tax situation and discuss basic tax planning strategies such as adjusting withholding, considering retirement contributions, or timing charitable donations. We focus on preparation of current returns and can provide general information about common tax planning approaches.
What if I need to amend my individual tax return in Boston, MA?
If you discover errors or missing information on a previously filed individual tax return in Boston, MA, we can prepare an amended return using Form 1040X. This typically requires the original return, any correction documents, and an explanation of the changes. Amended returns can generally be filed within 3 years from the original filing date.
Do you handle state tax refunds for Massachusetts residents in Boston, MA?
Yes, we prepare both federal and Massachusetts state tax returns for residents of Boston, MA. This includes calculating any Massachusetts income tax due or refund owed, accounting for state-specific deductions and credits, and ensuring compliance with Massachusetts Department of Revenue requirements.
Compliance Note
We provide tax preparation services. We do not provide legal advice. Complex tax situations may require additional professional consultation beyond basic preparation.
Example engagement
How we help with individual tax preparation
Service Type: Individual Tax Preparation
Location: Boston, MA
Scope: Preparation of federal and Massachusetts individual income tax returns
Client Situation
A Boston resident with W-2 income, mortgage interest, and charitable donations
Our Approach
Review all provided documents, calculate optimal deductions, prepare Forms 1040 and 1, file electronically
Expected Outcome
Accurate tax returns filed by April 15 deadline with any refund or payment amount clearly stated
Example of the type of engagement we can handle
Ready to get started
Get help with individual tax preparation
Contact us to discuss your individual tax preparation needs in Boston, MA. We can share references upon request.