Individual Tax Services
CPA-led tax preparation and planning for individuals, families, and business owners.
From straightforward individual returns to self-employment, investments, multi-state income, and international tax matters, Schmid CPA provides practical tax support tailored to your situation.
Individual Tax Preparation
- Form 1040 federal and state returns
Self-Employed & Side Businesses
- Schedule C, business expenses, estimated taxes
Investment & Rental Income
- investments, capital gains, rental property
Tax Planning
- withholding, estimated payments, year-end planning
Multi-State Tax
- moves, remote work, income across states
International Individuals
- foreign income/assets and U.S. international reporting
1. Understand Your Situation
We review your income, filing history, family situation, investments, business activity, and other relevant tax matters.
2. Identify Filing Requirements
We determine the federal, state, and applicable international reporting requirements.
3. Prepare & Review
Your tax return is prepared and CPA-reviewed for accuracy and compliance.
4. Plan Ahead
We identify opportunities and help you prepare for estimated taxes, withholding changes, and future tax decisions.
Individual tax return preparation typically starts at $400. Pricing varies based on complexity, schedules, states, business activity, and international reporting requirements.