Individual Tax Preparation

Taxnbooks, Inc. provides tailored tax preparation for individuals and families, making personal tax filing accurate and stress-free.

Our individual tax services include:

• Individual and joint income tax returns
• Multi-state and small business filings
• Retirement and investment tax planning
• IRS correspondence and compliance support

We take the time to understand your situation and goals, so you can navigate tax season with peace of mind.

What does individual tax preparation include?

We prepare and file federal and state income tax returns for individuals and married couples, including multi-state returns and returns for self-employed taxpayers. We review your return for available deductions and credits, answer your tax questions, and provide support with IRS and state tax notices related to returns we prepare. Tax planning services are also available for clients who want to minimize future tax liabilities. 

 

Do you handle multi-state tax returns?

Yes. We prepare multi-state returns, along with small business filings, for individuals whose situations cross state lines.

 

I received a letter from the IRS. Can you help?

Yes. We provide IRS correspondence and compliance support to help you understand a notice and respond accurately and on time.

 

What should I bring to get my personal taxes done?

Bring your prior year’s tax return, income tax documents (such as W-2s and 1099s), and records of any deductions or credits. If you’re unsure what applies to your situation, we’ll let you know exactly what to bring when you schedule your appointment. 

 

Can you prepare my taxes if I do not live nearby?

Yes. We work through secure, cloud-based systems and serve individuals and families across Oregon, so distance is not a barrier.