Tailored Solutions for Your Individual Tax Needs


At AccountSavvy CPAs, we understand that individual tax returns are the final piece of the financial puzzle. Our dedicated team takes all the information gathered throughout the year and transforms it into a comprehensive 1040, ensuring accuracy and maximizing your eligible returns.

What We Include in Your Individual Tax Returns:



  • W-2s & 1099s: We meticulously incorporate your wage and income information from W-2s and 1099s, ensuring no detail is overlooked.

  • Real Estate Passive Income: If you have real estate investments generating passive income, we expertly handle the complexities associated with reporting this income on your tax return.

  • Brokerage and Bank Statements: Your investment transactions and financial activities are carefully reviewed and included in your individual tax return, providing a holistic financial picture.

  • Mortgage Statements: We consider all aspects of your homeownership, including mortgage interest and deductions, to optimize your tax position.

  • K-1s from Business Ownership: For individuals involved in or owning businesses, we seamlessly integrate K-1 information into your tax return, ensuring compliance and maximizing deductions.


Our Process



  • Comprehensive Checklist: We create a detailed checklist of the financial documents you receive and income earned throughout the year, ensuring no item is overlooked.

  • Personalized Attention: Our team takes a personalized approach, understanding your unique financial situation to tailor your tax return for optimal outcomes.

Why Choose AccountSavvy CPAs for Your Individual Tax Returns



  • Accuracy: We prioritize accuracy in every detail, minimizing the risk of errors and maximizing your eligible returns.

  • Holistic Financial Picture: Beyond the numbers, we consider your entire financial landscape to provide a comprehensive and strategic approach to your individual tax returns.

  • Deduction Optimization: Our team explores every available deduction to ensure you keep more of your hard-earned money.