Personal tax preparation · 2026 tax year
Work directly with Jon Pham. Share the basics, receive a clear proposal for your return, and move through a secure, straightforward preparation process.
The service
For individuals and households who want their return handled carefully, a predictable fee, and a clear next step at each stage.
A short intake helps us understand your filing needs. We’ll confirm the work and total fee in a proposal before you commit.
We prepare your federal and applicable state returns using the information you provide, then review questions with you before filing.
Complete your organizer, upload documents, review and sign through a secure client process. We’ll guide you through what comes next.
A clear starting point
Your exact fee reflects your return. We’ll identify any additional work in the proposal so you can decide with the full picture.
What happens next
Answer a few pre-quote questions so we understand the scope.
See your fee and services, then sign and pay when ready.
We’ll invite you to submit the organizer and documents securely when available.
We prepare, review with you, and file after your approval and signatures.
A few details are all we need to start the conversation.
