Personal tax planning and preparation

Federal form 1040 and state returns

Let us professionally prepare your federal and state returns to get the maximum credits and deductions allowed. Don’t rely on DIY software like TurboTax for all your tax questions and needs, and save the hassle of keeping up with the tax code. A sample list of scenarios that may apply to your return are the following:

• Schedule A – Itemized deductions

• Schedule E – Rent income and expenses

• Credits such as Earned Income, Child Tax, and Education

• Buying and selling stocks and the sale of assets

• Birth of a new baby or supporting your parents

• Withdrawing your 401k before retirement

• Moving to a new state

Texas doesn’t have a state income tax, but we are knowledgeable in other states that do meaning we can file your state returns with your personal whether you were a part-year resident or full year resident.

We want to offer you convenience. That is why you can send us all your tax documents digitally. After getting some initial information we can prepare the return and go over it with you. Then you can review and sign it from your any mobile device or computer and receive all signed copies in pdf saving you a trip to our office. If you do come in, we can schedule an appointment that works for you.

Our commitment to using less paper means your return will be e-filed and you will be a given a digital copy emailed to you or accessible through SmartVault, our client document portal. Paper copies are available upon request.

For individuals

Preceding Point offers a variety of services for individuals and families including tax preparation and planning, financial coaching, and notarization.