Services for individuals

Personal tax preparation with a CPA you can actually talk to

I prepare federal and Iowa returns for families, retirees, gig workers, investors, and landlords. You'll work with me directly from your first question to the day your return is filed.

Returns start at $225 Includes a federal Form 1040 and Iowa return with one W-2. See more examples on my Tax Quote page.
What to expect

Three easy steps

1

Get started

Pick whatever is easiest for you. Schedule an in-person appointment at my Ankeny office, request a quote, or create an account in my secure online tax portal.

2

Gather your documents

Use my What to Bring checklist to pull together your forms, then answer a few questions about your year. Bring everything to your appointment or upload it to the portal.

3

Review and sign

I prepare your return and send it to you through the online portal. Look it over, ask me anything that doesn't make sense, and sign when you're ready.

Returns I prepare

Simple or complicated, I'm glad to help

Every return gets the same careful review I used on corporate returns, whether it's a single W-2 or a year with stock sales and a side business.

  • W-2 employees and families
  • Retirees and Social Security
  • Gig workers and 1099 income
  • Multi-state returns
  • Investments and stock sales
  • Rental properties
  • Itemized deductions
  • Marketplace health insurance (1095-A)
What to Bring My full document checklist. Tax Quote Example prices and a custom quote. Client Portal Upload documents and review your return. Community Tax Hours Free tax questions, Monday and Thursday evenings.