Taxes • Personal Returns

Max refund strategy, filed nationwide.

Professional federal and state tax preparation for W-2 employees, families, 1099 earners, and first responders. Built to find what software misses.

  • Maximize refundable and non refundable credits
  • Capture overlooked deductions and optimize filing status
  • Multi state and complex returns, handled securely online

What Gets Checked, Every Time

Eight places refunds hide.

Federal & State E-Filing

Fast, accurate e-filing nationwide, including multi state reporting for movers and remote workers.

1099 & Side Income

Contract, gig, and self employment income optimized with every legitimate expense captured.

Child Tax Credit

Dependent credits checked and calculated so growing families get every eligible dollar.

Earned Income Credit

EITC qualification reviewed carefully. It is one of the most missed credits in America.

Education Credits

American Opportunity and Lifetime Learning credits captured for students and parents.

Filing Status Optimization

Married filing jointly versus separately, head of household: the math gets run, not assumed.

Premium Tax Credit

Marketplace health coverage reconciled correctly so April brings no surprises.

Year Round Guidance

Withholding tune ups and planning that shrink next year, not just file last year.

Your 30 Minute Appointment

What we cover together.

Most tax appointments take 30 minutes or less, by phone or Zoom, with everything handled securely online.

  • Full review of income, documents, and life changes
  • Deduction and credit hunt across your whole picture
  • Red flags and prior year errors identified and fixed
  • Clear next steps, a filing timeline, and your questions answered

Three Ways to Start Today

Pick your first move.

01

Book your consultation

One short call covers your household, income, and what Miguel needs from you. About 15 minutes.

02

Send your documents

W-2s, 1099s, and receipts, sent securely the way Miguel walks you through on the call.

03

Book your appointment

Grab a slot on the booking page. Most returns wrap in one 30 minute meeting.

Common Questions

Answers, before you even ask.

What do I need to start my personal taxes?

Two steps: book your appointment on the booking page, then bring or send your documents the way Miguel walks you through on the call. Most appointments take 30 minutes or less.

Can you file for any state?

Yes. Returns are e-filed nationwide, including multi state situations like a mid year move or working across state lines.

How do you maximize my refund?

By hunting: refundable and non refundable credits, overlooked deductions, filing status optimization, education credits, EITC, and child tax credit checks. Software does not ask follow up questions, so it leaves money behind. I ask.

I have 1099 or side income. Can you handle it?

Absolutely. Self employment and gig income is a specialty, including expense capture, quarterly estimate planning, and keeping you audit ready.

What about my ACA marketplace health coverage?

Premium tax credit reconciliation is built into your return. Your 1095-A gets reconciled correctly so marketplace coverage never becomes a filing-season surprise.

Do you help after filing season?

Year round. Withholding checkups, IRS letters, amended returns, and planning moves that shrink next year's bill. Filing is one day; strategy is the other 364.

Ready for a Bigger, Cleaner Refund?

Start the intake form now or book a 30 minute appointment. Either way, your taxes stop being a source of dread.

Tax strategy, annuities, and investment planning