Individual Tax Preparation


Personal tax preparation and year-round CPA support for individuals and families.


Individual tax returns can involve much more than reporting a W-2. Investments, rental properties, retirement accounts, multiple states, business activity, and major life changes can all affect your tax situation.


Schmid CPA provides individual tax preparation with a focus on accurate reporting, practical advice, and understanding the broader financial picture behind the return.

Federal & State Tax Returns

  • Preparation and filing of Form 1040 and applicable state income tax returns.

Investment Income & Capital Gains

  • Tax reporting for stocks, investment accounts, dividends, interest, and capital gains and losses.

Rental Property

  • Schedule E reporting for rental real estate, including rental income, expenses, depreciation, and property activity.

Retirement & Tax Planning

  • Tax considerations involving IRAs, 401(k)s, retirement distributions, contributions, and other retirement-related transactions.

Multi-State Tax Returns

  • Support for individuals who live, work, move, or earn income across multiple states.

Ongoing Tax Support

  • Assistance with estimated taxes, tax notices, amended returns, and tax questions that arise throughout the year.

Your tax return reflects financial decisions made throughout the year.


Schmid CPA looks beyond simply entering tax forms to understand your income, investments, business activities, property, and other circumstances that may affect your tax position.



When appropriate, we can also identify issues to address before the next filing season and opportunities for better tax planning going forward.

A straightforward tax return can become more complicated when your financial life changes.


Schmid CPA can assist with:


★ W-2 and other employment income
★ Investment income and capital gains
★ Rental properties and Schedule E
★ Retirement income and distributions
★ IRA and 401(k) tax considerations
★ Itemized deductions and tax credits
★ Estimated tax payments
★ Multi-state tax returns
★ Prior-year and amended returns
★ Coordination with business and international tax matters



Whether your return is relatively straightforward or involves several different types of income and activity, we take the time to understand the complete tax picture.

Some individuals simply need an accurate annual tax return. Others benefit from tax planning and CPA support throughout the year.


Schmid CPA can support both.


Need help with your individual taxes?


Schedule a consultation to discuss your income, investments, property, business activities, and tax filing needs.