Personal Services

 

We provide a range of services for those who do not own a business, including tax filing, amendments, and planning.

 

Below is a snapshot of what we can do. Need something else? Email us at office@pfspros.com!

We prepare personal tax returns of every type, including single, head of household, married filing jointly and separately, and surviving spouses. We are experienced with military, retirement, and "gig" workers. Our tax return filing includes your federal tax return and any states that are required (if the state allows) so that you can check it all off your list in one swoop and focus on other, more important things.

 

Personal returns start at $175, but often go higher depending on complexity and forms required. If you have cryptocurrency, interest/dividends, or multiple income streams, your total may be more. If you have minor children who are required to file tax returns, we can prepare those at a reduced rate if filed with a personal tax return.

 

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If a previous year's tax return is incorrect or needs adjusting, we can file an amendment for you. This can be used to correct income, deductions, credits, adding/removing a sole proprietor business, or other adjustments that may be needed on previous returns.

 

Pricing varies based on amendment complexity.

 

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Does something on your return look a little fishy or do you just not understand what those numbers mean? We can help by scheduling a consultation where we can review your previous years tax return and explain just what is going on.  

 

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We can help you estimate your tax liability using your current paystubs or income information. This can give you an idea of what to expect in April as well as help you plan for any year-end moves such as retirement, HSA, or education plan contributions or estimate prepayments.

We can also check that your current withholding numbers may cover what you owe at the end of the year to avoid underpayment fees.

Please note this is an estimate and we cannot make any guarantees.

 

Pricing: $165 and up. Contact us for more information.

 

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We can help guide you through big life changes and discuss how they may affect your income taxes or filing status. Below is some examples of what we can discuss with you - please contact us if you have something to discuss that is not listed!

  • Marriage and divorce

  • New baby or adoption

  • Buying or selling a house

  • New job or job changes

  • Higher education planning

  • Considering retirement or ready for retirement

  • End of life issues such as estates, trusts, and inheritances

Please note that we are not lawyers and cannot advise on the legal aspect of these situations, just the tax planning.

 

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Need to schedule a consultation or tax preparation appointment? Use our convenient self-scheduling tool!

For information about accounting, tax return amendments, sales tax filing, payroll, or anything else, please contact us using the form here. Thank you!

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