Personal Tax
Personal Tax Preparation for Individuals and Families
Federal and California individual income tax returns, prepared with care and explained clearly. Christopher Larsen CPA serves employees, self-employed professionals, and individuals with rental or investment income.
Fees
Individual returns begin at $200.
The final fee reflects the complexity of the return, including additional states, rental properties, and self-employment income.
Who This Serves
W-2 employees, rental property owners, self-employed individuals and independent contractors, and investors.
Services Provided
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Federal and California Individual Returns
Form 1040 and Form 540.
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Multi-State Returns
Nonresident and part-year resident returns for additional states.
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Rental Property Income
Schedule E reporting, including depreciation and supporting records.
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Self-Employment Income
Schedule C reporting, with supporting expense and mileage records.
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Investment Income
Securities transactions and equity compensation, including RSUs and ESPP.
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Estimated Tax Planning
Quarterly payment planning to avoid an underpayment at filing.
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Prior-Year and Amended Returns
Preparation of unfiled returns and correction of previously filed returns.
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IRS and FTB Notice Response
Review of IRS and California Franchise Tax Board notices and preparation of the response.
Engagement Process
- 01
Document Submission
The client provides the prior year return and current year income documents, as listed below.
- 02
Review
Documents are reviewed, any missing items are requested, and the scope is confirmed before work begins.
- 03
Draft Return
The client receives a draft return with an explanation of the figures and any significant changes from the prior year.
- 04
Filing
Upon client approval, the return is filed and a copy is provided for the client's records.
Documents Required
Please submit the following together. Christopher Larsen CPA will request any additional items needed.
- Prior year federal and state returns.
- Forms W-2, 1099, and K-1.
- Mortgage interest and property tax statements, and rental property records where applicable.
- Brokerage statements and equity compensation records, if applicable.
- Records of estimated tax payments made during the year.
Schedule Tax Preparation
The scope and fee are confirmed in writing before any work begins.
Fees
Individual returns begin at $200.
The final fee reflects the complexity of the return, including additional states, rental properties, and self-employment income.