A clear picture of your personal tax return.
Your return should reflect your whole financial picture. Smart Tax helps organize the income and supporting records needed to prepare an individual return, whether your year included a salary, freelance work, investments, or rental income. Begin with a review of your situation so the right documents and next steps are clear.
- W-2 and applicable 1099 income
- Self-employment and rental income records
- Dependent, education, and childcare information
- Prior-year returns and relevant life changes
Prepare for your consultation
Bring your relevant records and a short list of questions. We’ll discuss your situation and the scope of support you need.
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