Tax & Financial
Income Tax Preparation
Personal income tax return preparation.
About this service
We help individuals and families gather their tax documents and prepare federal and state income tax returns accurately.
Who it's for
Individuals, families and businesses in Hyde Park and Greater Boston who want clear, personal help with income tax preparation.
How the process works
- 1
Tell us what you need
Request the service online, by phone, or in person.
- 2
Share your documents
Upload them privately through your client portal.
- 3
Meet with us
Visit the office, call, or meet virtually.
- 4
Track and finish
Follow progress in your portal until it's complete.
Documents usually needed
- Photo ID
- W-2 / 1099 forms
- Prior year return (if available)
We'll confirm exactly what you need for your situation.
Submit documents securely
Sign in to your client portal to start this service and upload files privately. Only you and authorized staff can see them.
Start Service & UploadFrequently asked questions
Request this service
No account needed — we'll contact you during business hours.