Services · Individuals
Individuals & families
The return most people need, prepared by someone who will pick up the phone in July when a letter shows up.
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Individual and family returns
1040Federal and state returns for individuals, couples, and families. Dependents, education and child credits, retirement income, and itemized deductions when they beat the standard.
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Self-employed and freelance
Schedule CContractors, gig work, and side businesses. Home office, mileage, equipment, and the ordinary business expenses people most often leave on the table.
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Quarterly estimated taxes
1040-ESIf you owed a surprise last April, this is usually the fix. Maritza sets the quarterly amounts so the bill is spread across the year instead of landing all at once.
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Amended and prior-year returns
1040-XBehind a year or two, or need to correct a return someone else filed. There is generally a three-year window to amend a return and still claim a refund, so an old mistake is often still worth fixing. No judgment. A plan, in order, until you are caught up.
What to bring
Last year's return if you have it, your W-2s and any 1099s, and a rough sense of anything that changed: a move, a new job, a baby, a house, a business. Maritza sends a short checklist once she knows your situation, so you are not gathering paperwork you do not need.