A return should be accurate, on time, and understandable.
We prepare each return with a review of last year's, so carryovers, depreciation, and estimated payments aren't missed. If something changed, like a new job, a home purchase, or a move, we make sure it's handled correctly.
Plenty of Cedar Park residents moved here from another state and still owe a return there for part of the year. We handle those too, along with rental schedules, brokerage forms, and self-employment income.
Personal Tax Preparation services for Cedar Park clients
Federal returns
Form 1040 preparation and e-filing with direct deposit or payment setup.
Other state returns
Part-year and nonresident returns for income earned elsewhere.
Investment income
Brokerage 1099s, cost basis issues, and stock compensation reporting.
Rental schedules
Income, expenses, and depreciation for rental properties.
Self-employment
Schedule C and self-employment tax for side or full-time businesses.
Prior-year returns
Unfiled or amended returns for earlier years.
Is personal tax preparation a fit for you?
We work with clients in Cedar Park, Leander, Round Rock, and Northwest Austin. Meetings are by appointment or virtual, and documents move through a secure client portal.
Common questions about personal tax preparation
How do I send documents?+
Securely through the client portal. There's no need to drop off paper.
Can you file my extension?+
Yes. We estimate what's owed so the extension doesn't lead to penalties.
I got a letter about a past return. Can you help?+
Yes. See IRS resolution, or mention it on your intro call.
Often paired with Personal Tax Preparation
Let's talk about your numbers.
Book a free, no-obligation call with Matt Milks, CPA. We'll learn about your situation and explain how we can help, in plain English.
(737) 252-1986