Evergreen
Tax forms and calculator on a desk

Individual Tax Filing

Personal Tax Preparation, Wherever You Live

From simple W-2 returns to more complex situations with investments, rental income, or self-employment, we prepare accurate individual tax returns and make sure you keep more of what you earn.

What's Included

  • Federal individual tax returns (Form 1040 and schedules)
  • W-2, 1099, and self-employment income reporting
  • State tax return filing, wherever you live
  • Itemized vs. standard deduction analysis
  • Dependent, education, and child tax credits
  • Retirement account and investment income reporting
  • Prior-year return review and amended returns

Who It's For

Individual tax filing is a fit whether you have a single W-2, or a more layered return with freelance income, rental property, stock sales, or a recent life change like marriage, a new home, or retirement. Whatever state you call home, we'll make sure your return reflects the right state-level rules alongside your federal filing.

If your household also owns a small business, pair this service with our business tax filing service for a coordinated personal and business return.

How It Works

1

Share Your Documents

Securely upload your tax documents through our client portal or drop them off in person.

2

We Prepare Your Return

A dedicated preparer reviews your situation and files for every deduction and credit you qualify for.

3

Second-Preparer Review

A second CPA reviews every return for accuracy before it's finalized.

4

Sign & File

Review your return with us, sign electronically, and we handle e-filing with the IRS and your state.

Ready to file your personal tax return?

Get matched with a preparer and start your return today.

Schedule a Free Consultation