Individual tax services
Your tax return should reflect the complete picture - not simply the forms you received.
PathwayCFO prepares federal and state individual income tax returns with an organized process, careful review, and clear explanations.
Individual tax preparation
- W-2 and retirement income
- Self-employment and 1099 income
- Investment income and capital gains
- Stock options, restricted stock, and equity compensation
- Rental property
- Multiple-state filing requirements
- Estimated tax payments
- Prior-year and amended returns
- Extensions
- Responding to tax notices
What you can expect
- A secure method for providing documents
- A clear list of the information required
- Direct communication with an Enrolled Agent
- Review of the completed return before filing
- Electronic filing when eligible
- Assistance with questions after filing