Your return, done right — and explained.
From simple W-2 filings to investments, side income, and big life changes: we prepare your federal and Iowa returns accurately, find the deductions you're entitled to, and walk you through the result before anything is filed.
Who this service is for
Most of our individual clients are Northwest Iowa families and working people: W-2 households, retirees with investment or pension income, students filing for the first time, and anyone whose year included a change worth getting right — a marriage, a new home, a move between states, an inheritance.
If your situation includes self-employment or farm income, you'll likely be better served by our business tax return service — it covers your personal filing too.
What's included
- Federal & Iowa state 1040, prepared and e-filed
- All common schedules — itemized deductions (A), interest & dividends (B), capital gains (D)
- A deduction & credit review based on your full picture — not just software prompts
- A personal review call before anything is filed — you approve first
- Year-round availability for questions, IRS letters, and next-year planning
How it works
1. Free 20-minute consultation. We talk through your situation and confirm your exact quote — before any work begins.
2. Share documents securely. You'll get access to a secure portal for your W-2s, 1099s, and records. Never email tax documents.
3. Review and approve. We prepare the return, walk you through it together, and e-file only after you've signed off.
Worth reading first
Two of our guides answer the questions individual filers ask most: 10 often-missed deductions & credits and key tax deadlines & important dates. More answers are in the FAQ.