Professional Individual Tax Return Preparation Services

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Individual taxes are just that—individual. You may qualify to use a free tax software program, but should you?

The Problem With Unrepresented Filing

At Jamison’s Tax Consulting, we understand that your hard-earned dollars need to stay in your pocket. Individual taxes are just that, individual. You may qualify for a free tax software program, but should you? At Jamison’s Tax Consulting, we understand that once you utilize free tax software, you have no representation. Did your return get rejected? Did you get a letter? Do you owe more taxes than you can pay? Are you a student or an individual who has utilized VITA or AARP in the past and has experienced a life event that puts you out of scope?

Why Professional Support Matters

The number one reason not to use free tax software is when there is a letter or rejection. You do not have a professional to help you resolve the issue. If there are taxes due, penalties and interest accrue quickly. There are a variety of reasons why 'free tax software' will be out of scope for individuals. When you utilize VITA, AARP, or United Way, they cannot refer you to a tax preparer. It takes time to find good tax preparers. This can cause you to file late.

Choose Local, Community-Focused Service

Instead, choose Jamison’s Tax Consulting. We are locals providing service for locals. We work in conjunction with other locals in providing collateral services for refundable and non-refundable tax credits. It keeps taxes in Petaluma City. Jamison’s Tax Consulting is committed to donating 5% of its net profits to the community.

Our Focus on Financial Education and Support

Our focus is on those earning $<\$100,000.00$. These are the individuals who are hardest hit by Life Events. Our goal is to educate hardworking individuals in keeping as much of their income as possible through our weekly blogs, our monthly Tax Talks. We also offer year-round tax education for individuals and their specific cases and assist with tax planning for individual needs based on your life situation.

Trusted Software and Service Levels

Be confident. We use the same tax software program trusted by the IRS to run VITA, Tax Counseling for the Elderly, and AARP.

We offer three levels of tax filing:

1) Mobile App Filing

Mobile App Taxes To Go for simple returns only. Starts at $65.00. Includes California State. Single, no dependents. No other forms or schedules. Ask for our link.

2) Desktop Filing (Remote)

Desktop filing: completely remote in the comfort of your own home. No need to cart highly critical forms around. Starts at $130.00. Forms and schedules are limited. Includes California State. Ask for our link. Filing is for single and married filing jointly. No dependents. We include Schedules I, II,III Schedule A for state and local income tax purposes only.

3) In-Person Filing (Complex Returns)

In-person filing is best for those with complex returns. It includes audit protection and identity theft protection at no extra cost to you. It starts at $195.00 and depends on the number of forms, schedules, and worksheets required. We will set up a link for you at your first visit. Includes all filing statuses, includes dependents.

Our Commitment to Ethics and Quality

Jamison’s Tax Consulting strives to establish public trust by maintaining the highest standards of ethical conduct and providing quality services.