Individual Tax Return Preparation Services

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Individual taxes are just that—individual. While you may qualify to use a free tax software program, it's worth considering whether professional tax filing or tax preparation services could enhance your financial education and provide you with better results.

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. While you may qualify for free tax software programs, it's essential to consider if free tax software is the right choice for you. With our professional tax filing services, you can ensure that you have the support you need. Once you utilize free tax software, you lose representation. Did your return get rejected? Did you receive a letter? Are you facing a situation where you owe more taxes than you can afford? Perhaps you are a student or someone who has previously used VITA or AARP services and have experienced a life event that puts you out of scope. We prioritize financial education and personalized tax preparation services to help you navigate these challenges effectively.

Why Professional Support Matters

The number one reason to avoid free tax software is when you receive a letter or rejection, as you won't have a professional to assist you in resolving the issue. When taxes are due, penalties and interest can quickly accumulate. There are several reasons why free tax software may not be suitable for individuals seeking reliable financial education. Utilizing services like VITA, AARP, or United Way means they cannot refer you to a professional tax filing expert. Finding good tax preparation services takes time, which can lead to late filings.

Choose Local, Community-Focused Service

Instead, choose Jamison’s Tax Consulting for your professional tax filing needs. We are locals providing service for locals and are dedicated to financial education within our community. We work in conjunction with other locals to offer collateral services for refundable and non-refundable tax credits, ensuring that taxes stay in Petaluma City. Our tax preparation services are designed to help you maximize your benefits. Additionally, 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 less than $100,000.00. These individuals are often the hardest hit by life events. Our goal is to provide financial education to hardworking individuals, helping them retain as much of their income as possible through our weekly blogs and monthly Tax Talks. We also offer year-round tax preparation services tailored to individual needs and assist with professional tax filing and tax planning based on your unique life situation.

Trusted Software and Service Levels

Be confident in our professional tax filing services. We utilize the same tax software program trusted by the IRS to run VITA, Tax Counseling for the Elderly, and AARP, ensuring reliable tax preparation services for all our clients.

We offer three levels of tax filing:

1) Mobile App Filing

Our Mobile App Taxes To Go is designed for simple returns only. This option starts at $65.00 and includes California State filing for single individuals with no dependents. No additional forms or schedules are required. Ask for our link to get started.

2) Desktop Filing (Remote)

Experience desktop filing completely remote, allowing you to manage your tax preparation services from the comfort of your own home. This option starts at $130.00 and has limited forms and schedules available. It covers California State filings for both single and married couples filing jointly, with no dependents. We include Schedules I, II, III, and Schedule A for state and local income tax purposes only. Don't hesitate to ask for our link.

3) In-Person Filing (Complex Returns)

For those with complex returns, in-person filing is the best option. This service includes audit protection and identity theft protection at no extra cost. It starts at $195.00 and varies based on the number of forms, schedules, and worksheets required. We will set up a link for you during your first visit. This option accommodates all filing statuses and includes dependents, providing comprehensive support for your financial education needs.

Our Commitment to Ethics and Quality

Jamison’s Tax Consulting is dedicated to establishing public trust by upholding the highest standards of ethical conduct while offering quality tax preparation services and promoting financial education through professional tax filing.