Top Accountant in Wallingford

Individuals

Personal tax preparation and practical guidance—without the jargon.

How we help

  • Tax preparation: Federal and state returns, e-filed with accuracy checks.
  • Life events: New job, home purchase, marriage/divorce, new dependents.
  • Stock & crypto: Form 8949, basis tracking, and tidy workpapers.
  • Self-employed: Schedule C, estimated taxes, and simple record-keeping tips.
  • Planning: Withholding reviews and “no-surprises” year-round check-ins.

What you can expect

  • Secure document exchange via client portal
  • Clear requests and timelines
  • Plain-English answers to your questions

Get started

Schedule an appointment Use the client portal Ask a question

Related

Simple, secure process

1

Upload

Send your W-2s, 1099s, and other docs through the secure portal.

2

Prepare & review

We prepare your return, answer questions, and review highlights with you.

3

E-file & plan ahead

We e-file and provide a short plan for next year to avoid surprises.

FAQs

Both. Most clients use the secure portal and meet virtually; in-person appointments are available by scheduling.

No problem. Upload what you have and we’ll provide a list of what’s outstanding with simple next steps.

Yes—we’ll calculate estimates and show you how to submit payments on time to avoid penalties.
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