Individual Tax Preparation
Personal Tax Preparation With Professional Attention
Your tax return may include more than wages and withholding. Investments, dependents, self-employment, retirement income, property ownership, relocation, and other changes can affect how your return should be prepared.
Global Bash provides personalized remote tax preparation designed around the facts of your situation.
Who This Service Is For
Individual Tax Services for a Range of Filing Situations
- Employees receiving Forms W-2
- Individuals and families with dependents
- Retirees
- Investors
- Independent contractors
- People with rental income
- Clients who moved between states
- Clients with several income sources
- People who previously used tax software
- Clients needing an amended or prior-year return
What May Be Included
What Individual Tax Preparation May Cover
The forms, schedules, deductions, and credits involved depend on the facts of each client’s return.
- Form 1040
- Filing-status review
- Wage and salary income
- Interest and dividend income
- Investment transactions
- Retirement distributions
- Social Security income
- Self-employment income
- Rental income
- Itemized deductions
- Applicable tax credits
- Estimated payments
- Applicable state returns
- Multi-state filing requirements
Professional Review
Why Personal Review Matters
Automated tax programs rely on the information and answers entered by the user. When income is omitted, a question is misunderstood, or a potential deduction is not recognized, the resulting return may be incomplete or inaccurate.
Milana reviews the information provided, asks follow-up questions where necessary, and explains the documentation required for the return.
Professional preparation does not guarantee a refund or a particular tax result.
Common Situations
When Clients Seek Individual Tax Help
- They are unsure which documents are needed.
- Their income changed during the year.
- They started self-employment or contract work.
- They bought or sold investments.
- They own rental property.
- They moved or worked in more than one state.
- They received an IRS or state tax notice.
- They believe an earlier return may contain an error.
- They owe more than expected.
- Their return has become too complex for self-preparation.
Remote Process
Complete Your Individual Return Remotely
- 01
Request a Consultation
Provide a general, non-sensitive description of your filing situation.
- 02
Discuss the Return
Milana identifies the tax year, states, type of return, and general documents involved.
- 03
Confirm Scope and Pricing
The work and fees are discussed based on the complexity of the return.
- 04
Provide Documents Securely
Secure document instructions are provided after the engagement is confirmed.
- 05
Review and Complete
Milana prepares the return and follows up regarding questions or missing information.
Frequently Asked Questions
Common Questions
What documents do I need?
The required documents depend on your income and activities. Common items include W-2s, 1099s, investment statements, retirement forms, mortgage information, business records, rental-property records, and documentation related to eligible deductions or credits.
Can you prepare my return if I live outside Illinois or Florida?
Global Bash provides remote services. Acceptance depends on the states involved, the filing requirements, and whether the return falls within the practice’s service scope.
Can you correct a return prepared elsewhere?
Eligible errors or omissions may be corrected through an amended return after the original filing and supporting documents are reviewed.
Can I send tax forms through the website contact form?
No. Sensitive tax documents, Social Security numbers, banking information, and identification information should not be submitted through the public website form or regular email.
Get Started
Get Help With Your Individual Tax Return
Begin with a consultation to discuss your filing needs, tax year, states involved, and general situation.