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Individual Tax Preparation

Stress-free, accurate filing for W-2 earners, retirees, students, gig workers, and investors. We make sure credits and deductions aren’t left on the table.

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What we handle

Common Forms & Situations

Income & adjustments

  • W-2 wages & salary
  • 1099-NEC self-employment (gig/contract)
  • 1099-MISC rents, prizes, other
  • 1099-K platforms (Cash App, PayPal, marketplaces)
  • 1099-G unemployment, state refunds
  • 1099-R retirement distributions
  • SSA-1099 Social Security

Credits, deductions & investments

  • 1099-INT/DIV/B interest, dividends, stock/crypto sales
  • 1098 mortgage interest & property taxes
  • 1095-A Marketplace insurance (PTC/APTC)
  • Education: 1098-T (AOTC/LLC), student loan 1098-E
  • Child & other dependents, EITC, Child & Dependent Care
  • Schedule K-1 (partnership/S-corp/estate/trust)

Have something unusual? Upload it—if it affects your taxes, we’ll handle it or advise next steps.

Don’t miss these
📢 Marketplace (Form 1095-A)

Enrolled through HealthCare.gov?

  • When your 1095-A arrives (mail or online), save it and upload it to your portal.
  • We need it to reconcile the Premium Tax Credit. Missing it can delay your refund.
  • Tip: download or screenshot the PDF and keep it with your tax docs.
👨‍Dependent basics

Can you claim your child?

  • Generally: under 19 (or under 24 if a full-time student), lived with you > half the year, and didn’t provide over half of their own support.
  • Must be a U.S. citizen or resident and not filing a joint return with someone else.
  • Kids with part-time jobs can often still be claimed—ask us if you’re unsure.
Get ready

Quick Documents Checklist

Identity

  • Photo ID (you & spouse)
  • Social Security cards/ITIN letters
  • Bank info for direct deposit

Income

  • W-2s, 1099-NEC/MISC/K
  • 1099-INT/DIV/B, SSA-1099
  • Alimony received (if applicable)

Deductions/Credits

  • 1098-T, 1098-E (education)
  • Childcare provider & amounts
  • Mortgage 1098, property taxes
  • Charitable donations

Upload securely in the Client Portal—no email attachments needed.

Your next step

Start now—most returns can be finished in days once docs are complete.

Prefer predictable costs? Check our $20/month membership for year-round help (individual returns only) on the Payment page.

We follow Circular 230 standards, IRS Form 7216 consent rules, and secure document handling best practices.

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Ultimate Tax Preparation, LLC

Stress-free virtual tax filing nationwide since 2017.

File from anywhere with our secure portal. Choose traditional pay-per-return or join our $20/month membership that includes your annual individual return and year-round help.

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Circular 230 Notice: Any U.S. federal tax advice contained on this site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Form 7216 Consent: We may request your written consent before using or disclosing tax return information to provide certain services. We’ll present any required consents in our client portal.
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