Personal tax preparation for individuals
Guastello Advisors helps individuals—including young adults filing on their own for the first time—organize their documents and prepare straightforward federal and applicable state returns.
Explore personal tax services View all services
Start with personal taxes
Begin with the service most individuals need, then explore additional support for self-employment, small business, and finance operations.
Accurate, organized preparation for first-time filers, families, and individuals with common tax situations—from W-2 income and investments to dependents, education credits, HSAs, and self-employment income.
Personal tax detailsSchedule C and single-member LLC reporting, estimated taxes, business deductions, depreciation, mileage, and coordination with your books.
Business tax detailsAccurate records, reconciliations, reporting, month-end support, and tax-ready financial information that helps you understand the business.
Accounting detailsAdministrative and financial setup support, including structure considerations, registrations, EIN assistance, QuickBooks, and reporting foundations.
Formation detailsBudgeting, forecasting, cash-flow planning, operational strategy, and practical improvements to finance workflows and controls.
Advisory detailsRecord organization and preparation support for workers’ compensation and liability insurance audits.
Support detailsLocal service area
Get clear explanations and organized tax preparation from a local advisor who understands the needs of individuals, young adults, families, and owner-led businesses.
Straightforward by design
Financial work should give you clarity—not another layer of complexity.
Tell us what you need help with and we’ll determine whether Guastello Advisors is the right fit for your return.