Personal Tax Services
Personal tax preparation for individuals and families
Whether your return is straightforward or includes investments, retirement income, or a recent life change, we prepare it carefully and explain what changed from last year in plain language.
Call (936) 291-8062What's included with your personal return
- Federal and Texas personal income tax returns
- Review of itemized and standard deductions to see which applies to you
- Dependents, child tax credit, and education credit review
- Retirement income, Social Security, and investment income reporting
- E-filing once your return is reviewed and approved
- A plain-language walkthrough of what changed from last year
What to bring to your appointment
- W-2s from every employer
- 1099s for contract work, interest, dividends, or retirement income
- Last year's tax return, for reference
- Social Security cards or ITIN letters for you and any dependents
- Records of deductible expenses, such as mortgage interest or charitable giving
- Bank account and routing number, if you want direct deposit
How it works
- 1
Call or send a message
We'll schedule a time to meet at our Huntsville office or arrange a document drop-off.
- 2
We prepare and review your return
Every return is checked for accuracy and reviewed against applicable deductions and credits before it's finalized.
- 3
We walk through it with you and file
We explain what changed and why, then e-file for you. Questions after filing are always welcome.
Personal tax preparation FAQs
Bring your W-2s and 1099s, last year's return, Social Security cards for you and your dependents, and any records of deductible expenses. See the checklist above for a full list.
Yes. We prepare returns that include rental property, investment income, and retirement income, and we'll walk through how each is reported on your return.
Most personal returns are completed within a few business days of receiving your documents. During peak tax season, we'll give you a specific timeframe when you schedule.
Yes, call our office and we'll talk through what you have and what else is needed. In many cases we can request missing forms or work with what's available.