W-2 employees with complexity
You have stock comp (RSUs, ESPP, ISOs), a side business, rental property, or multi-state income that makes "TurboTax it" risky.
Individual Tax Preparation
Individual Tax Preparation
Personal U.S. filing support with clear execution for W-2, 1099, itemized deductions, investments, retirement income, and multi-state complexity.
Book Your Free Consultation
No commitment. No pressure.
Who This Is For
Individual tax preparation that treats every return like it matters — because it does. Whether your situation is straightforward or layered with investments, moves, or side income, the same big-firm discipline applies.
Self-employed and freelancers
Schedule C income, quarterly estimates, home-office deductions, SEP/Solo 401(k) contributions, and self-employment tax planning done right.
Investors and retirees
Capital gains, qualified dividends, Roth conversions, RMDs, NIIT exposure, and retirement withdrawal sequencing coordinated with filing.
Anyone who moved or works remotely
Part-year state returns, residency determinations, and non-resident state filings — the areas where most preparers get lazy.
What's Included
A complete, end-to-end individual filing engagement. No surprise fees, no junior staff prepping your return, no unanswered questions.
- Federal return (Form 1040) and all required schedules
- State return(s) — resident, part-year, and non-resident as needed
- Schedule A itemized deductions when beneficial
- Schedule B, C, D, E, and SE as applicable
- Stock comp basis reconciliation (RSU, ESPP, ISO)
- Foreign account screening (FBAR/FATCA)
- Estimated-tax projections for the following year
- Direct email and phone access with Tajma
- Year-round support on any IRS notice for the filed year
Starting at $400
Individual returns start at $400 and are quoted on a flat-fee basis after the free consultation — never hourly. Complexity drivers (international reporting, K-1 count, multi-state, amended returns) are priced transparently before any work begins.
Questions Clients Ask
Individual Tax FAQ
How much does an individual tax return cost?
Individual returns start at $400. That covers federal and state filing for a typical W-2 situation with standard deductions or simple itemized deductions. Complexity drivers — multi-state filings, K-1s, stock compensation, foreign account reporting, Schedule C self-employment — are quoted transparently before work begins. You receive a flat-fee quote during your free 30-minute consultation and no work starts until you approve it.
Do you work with clients outside of Illinois?
Yes. I prepare U.S. federal and state returns for clients in all 50 states. Most engagements happen entirely remotely through a secure client portal. Chicago-area clients are welcome at the Park Ridge office by appointment.
Will Tajma personally prepare my return, or will it be handed to a staff preparer?
Tajma prepares every return personally. There is no junior staff, no outsourcing, and no assembly-line handoff. That is the trade-off: engagements are capped each season so quality and direct access are preserved. During peak season, booking early is important.
I have a side business and a W-2 job. Is that complicated?
It is a very common situation and handled routinely. The return will include Schedule C for the business income and expenses, Schedule SE for self-employment tax, and quarterly estimated tax planning so next year is predictable. Entity-structure questions (staying as a sole proprietor vs. LLC vs. S-Corp election) are part of the year-end planning conversation.
I got stock options or RSUs at work. Do I need to do anything special?
Yes — and this is one of the areas where DIY software causes the most problems. RSU vesting creates taxable wage income that is usually reported on your W-2, but the cost basis on your 1099-B is often understated by the broker, leading to double taxation if not corrected. ISOs have AMT implications. ESPP has qualifying vs. disqualifying disposition rules. I reconcile all of this during return preparation so your basis is correct and your tax matches reality.
What if I have foreign bank accounts or foreign income?
Foreign account and foreign income reporting is my specialty. If the aggregate balance of your foreign accounts crossed $10,000 at any point during the year, you likely need to file an FBAR (FinCEN Form 114) in addition to your tax return. Depending on account value, Form 8938 (FATCA) may also apply. Foreign earned income, foreign tax credits, and treaty positions are routine work for me. See the International Tax Detail page for more.
I received an IRS notice about a prior year. Can you help?
Yes. I respond to CP2000, CP14, and similar notices as part of my standard practice. See the IRS Notice Response page for the full engagement scope and typical resolution timelines.
How long does it take to prepare a return once I book?
Once your documents are complete and loaded to the portal, most individual returns are drafted within 5 to 10 business days. Complex returns or those with international elements take longer. Rush filings around the April 15 or October 15 deadlines are accommodated when capacity allows, but booking early is the best way to guarantee timing.
Ready to get your return handled right?
Book a free 30-minute consultation. No commitment, no pressure — just a clear picture of what your filing situation needs.
Book Your Free Consultation