Individual Tax Services

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Here's Your Stress-Free Tax Season!

With our simplified tax preparation process, we can get started today!

Cut-out of Claire Pyka with her arms crossed.
Individual Tax Returns

$400-2,000

per individual return

Pricing is based on the complexity of the return and the number of forms attached.

Individual Tax Preparation Services

At Bennett Accounting & Tax, we provide the highest quality of tax preparation services. Our team has specialized knowledge in every aspect of individual tax preparation, and every return is reviewed by a Certified Public Accountant (CPA) prior to being filed.

Our team has the knowledge, manpower, and technical expertise to keep the filing of your personal taxes straightforward while maintaining a high level of accuracy and keeping your tax bill as low as possible.

Jacob Braschwitz in a meeting with a client.

Work With Us

Our team of professionals are technology-oriented. We utilize cloud software to keep our tax preparation process as smooth as possible. All information is transferred using our secure portal to keep your information safe. 

Questions & Answers

Generally, you will need to provide all tax documents you have received from employers, brokers, investments, government agencies, and so on. This will vary depending on the complexity of your transactions throughout the year.

Our client questionnaire will walk you through the process of uploading documents as needed.

Your tax liability is determined by your sources of income, adjustments, deductions, and credits. We strive for accuracy and compliance in preparation of all tax returns.

Certified Public Accountants are required to complete 40 hours of Continuing Professional Education (CPE) every year. Additionally, our staff is required to complete training and attends seminars to stay up-to-date on the Internal Revenue Code.

Individual tax returns are generally due on April 15th, except for when that date falls on a weekend.

Upon filing an extension, your individual tax return is instead due on October 15th, except for when that date falls on a weekend. An extension to file is not an extension to pay.

If you miss the tax filing deadline, you will likely be subject to interest and penalties based on the amount of tax owed. It is recommended to make an estimated payment to the IRS as soon as possible to prevent the accumulation of interest and penalties.

Yes. We are able to go back any number of years to amend or file originals of prior year tax returns. The only limitation is that the IRS will not allow us to claim refunds on returns that have been filed for more than three years.

All tax returns are reviewed by a Certified Public Accountant before being presented to you. You are required to review your return before it can be electronically filed.

If you receive a tax notice, please bring it to us immediately so we can determine the cause and advise you on how to respond.

A tax deduction is a decrease to your taxable income. As an example, if you are taxed at a rate of 20 percent, then every additional dollar in deduction will save you 20 cents.

A tax credit is a decrease to your taxes due dollar-for-dollar. Credits are either refundable, meaning you will receive more in refunds than you paid, or they are non-refundable, which means they are limited to the amount of taxes incurred.

Yes. Please visit our page on real estate investors.

Remote Tax Preparation!

We're taking on new clients!

If you’re looking for a Certified Public Accountant to provide tax preparation, bookkeeping, or payroll services, we’re here to help!

Let’s figure out if we’re a good match for one another.

Fill out the form to the right and we can give you immediate access to our secure client portal. From there, you can access our engagement letter, client questionnaire, and portal for document upload!

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We can prepare your taxes remotely using our secure portal. If you select "individual taxes" or "business taxes", we can use this information to invite you to our secure portal and begin the preparation process. If you do not receive a response from us with in 4 days of submission, please reach out via phone or email.
Hear What Our Clients Have to Say

Our Client Testimonials

We assist clients in a wide range of industries at different stages of their lives and businesses. Below are some of the clients our practice continues to support to this day.

It's reassuring to have such reliable and personable professionals handling my financial matters.

Serif Krkic Owner, Zel Lifestyle Collective

Attentive, personable, honest, and truly caring about our product. I highly recommend this team!

Lisa Petrarca-Gamido Director, The MODE

They guided me through the whole process, and took care of me very professionally. Highly recommend.

Youssef Barakat Owner, Sentinel Health Insurance

01. Engagement Letter & Client Organizer

Our tax preparation process is totally virtual, with tax documents uploaded remotely through our secure portal.

From there, you’ll be able to sign our engagement letter and begin filling out questions in our digital client organizer.

02. Tax Preparation & Communication

Our team of expert accountants will prepare your tax return.

We provide consistent communication with you throughout the process of preparing your return.

If we have any questions, we will reach out to you immediately.

03. Electronic Signature & Tax Filing

Once your return is complete, you will be able to review a digital copy through our secure portal.

Afterward, you can provide an electronic signature for us to file your tax return.

The process remains totally remote from start to finish.

Our Tax Filing Process

In a world of old-fashioned tax preparers, our team strives to stay on the cutting edge of technology and convenience.