Individual Tax Services
Personal taxes, handled by someone who sees the full picture.
For business owners, personal and business taxes are closely connected — K-1s, owner compensation, estimated payments, and retirement contributions all cross over. Having one CPA who understands both sides makes everything simpler.
We also work with individuals who simply want a careful, responsive CPA for their personal return and planning.
What’s included
- 01
Individual tax preparation
Federal, state, and city returns prepared carefully and explained clearly.
- 02
Business owner returns
Coordinating K-1s, owner compensation, and business activity with your personal return.
- 03
1099 & self-employed
Independent professionals and contractors — including expenses, self-employment tax, and quarterly estimates.
- 04
Rental & investment income
Rental properties, investment activity, and the reporting that comes with them.
- 05
Multi-state returns
Moved during the year or earn income in more than one state? We’ll handle the filings.
- 06
Personal tax planning
Estimated payments, withholding, and planning for major life or financial changes.
How we work
- Step 1
Gather
A clear list of what we need, shared electronically.
- Step 2
Prepare
Your return is prepared and reviewed carefully.
- Step 3
Explain
You’ll understand the result before you sign.
- Step 4
Plan ahead
Guidance on estimates and next year so April isn’t a surprise.
Common questions
Do you work with individuals?
Yes. While much of the practice is focused on business owners, we also prepare and plan individual returns — especially for people with more involved situations.
I’m a 1099 contractor. Do I need to make estimated payments?
Often, yes. If you don’t have tax withheld from your income, you’ll generally need to make quarterly estimated payments to avoid underpayment penalties. We’ll help you figure out the right amounts.
Let’s talk about individual tax.
Share a little about your situation and you’ll hear back from Alec directly with next steps and a quote.
Or email alec@albannacpapllc.com