W-2 employees
One employer or several: bring your wage and withholding statements so we can prepare your federal return.
Individual & family tax preparation
Personal Tax Preparation. Made Simple for You and Your Family.
Your tax return deserves more than guesswork. At The iTax Company, we provide professional, fully virtual tax preparation for individuals and families who want careful preparation, clear answers, and a real person to guide them through the process.
Whether you’re employed, married, raising a family, attending school, or enjoying retirement, we’re here to make tax season easier to navigate.
Support that fits your life
Tax preparation for real life.
Married couples and families
We review filing status, household information, and potentially applicable family-related credits.
Parents and dependents
We review dependent information and eligibility for child-related and dependent care tax benefits.
Students and recent graduates
Bring tuition statements and education records so we can review potentially eligible tax benefits.
Retirees
Support for returns involving Social Security benefits, pensions, and retirement account distributions.
Individuals with additional income
Interest, dividends, and investment records help us identify the reporting and forms your return needs.
Careful preparation. Clear explanations.
What’s included in your preparation support.
These services describe the preparation support available. The starting fee does not include every form or schedule. Additional forms, schedules, and state returns may carry separate charges identified in your quote.
- Federal Form 1040 preparation
- Review of applicable income documents
- Filing status and dependent information review
- Consideration of eligible credits and deductions
- Return review and explanations
- Electronic filing where eligible and authorized
- Next-step guidance after filing
Clear pricing. No surprises.
Know Your Price Before We Begin.
Qualifying individual federal returns starting at $89
Your fee depends on your filing situation and required forms. Additional income, schedules, credits, deductions, and state filing requirements may affect the final fee.
Federal preparation only. State preparation fees and additional-form or schedule charges are quoted separately. You approve the full price before preparation begins.
Discuss My Tax Preparation Needs- 01Tell us about your filing situation.
- 02We identify the forms and preparation work required.
- 03You receive a personalized quote.
- 04You approve before preparation begins.
Arrive prepared
Your tax document checklist.
Use this as a starting point. Not every document applies to every taxpayer; we provide a checklist tailored to your situation.
Personal information
- Identification and filing information
- Taxpayer identification numbers, shared only through the designated document process
- Dependent details
- Prior-year tax return, if available
Income documents
- All W-2 forms
- Relevant 1099 forms
- Retirement income statements
- Social Security income statements
- Other taxable income records
Potential credits and deductions
- Mortgage interest and property tax records
- Charitable contribution records
- Tuition statements
- Dependent care records
- Form 1095-A, when applicable
Share documents through the designated preparation process.
After booking, follow the document collection instructions provided by your preparer. Do not send Social Security numbers, taxpayer identification numbers, or tax documents through public contact forms.
Four steps. A clear path to filing.
- 1
Book your appointment
Choose a virtual appointment and tell us about your preparation needs.
- 2
Approve your quote & share documents
We identify the work required, confirm your price, and provide document collection instructions and a tailored checklist.
- 3
Review your return
We prepare the applicable forms, explain important details, and answer your questions.
- 4
Authorize & file
After required authorizations, eligible returns are electronically filed and available filing confirmations are provided.
Personal support, from the first conversation.
Founder George Moreno brings more than 20 years of professional experience in financial services and a focus on accessible, personal service.
Get to know The iTax CompanyPersonal service
Direct communication and individual attention, with a real person to answer your questions.
Transparent pricing
Understand the scope and approve your preparation fee before work begins.
Virtual convenience
Meet by phone or video and follow guided document collection without unnecessary office visits.
Careful preparation
A detail-oriented review of your filing information and applicable tax requirements.
Questions before you book?
How much does individual tax preparation cost?
Qualifying individual federal preparation starts at $89. State preparation fees and additional-form or schedule charges are quoted separately. We review your filing situation and provide the full price for approval before preparation begins.
Can you prepare a return for my spouse and me?
Yes. We review your circumstances and filing status, including whether a joint return is appropriate, and explain the information needed for both spouses.
Can you help with dependent and child-related tax credits?
We review your household information and potentially applicable credits. Eligibility depends on your circumstances and the tax rules for the year being filed.
Can I file if I have multiple W-2 forms?
Yes. Bring every W-2 so all wage and withholding information can be reviewed and reported. Additional forms or complexity may affect your quote.
Do I need to visit an office?
No. Appointments take place virtually by phone or video, with document collection instructions provided as part of the preparation process.
Can you guarantee my tax refund?
No. Your refund or balance due depends on your income, withholding, payments, and eligibility for credits and deductions. We explain your return without promising a specific result.
Do you prepare state returns?
Yes, where applicable to your situation. State preparation is separate from the federal starting price, and its fee is included in the quote you approve.
What documents should I have ready?
Start with identification, your income statements, dependent details, and your prior-year return if available. We provide a tailored checklist; not every document listed on this page applies to every taxpayer.
Tax Season Doesn’t Have to Be Complicated.
Get clear answers, professional preparation, and personal support—without leaving home.