What We Prepare
Individual & Small-Business Tax Preparation
Our primary focus is accurate, organized federal and applicable state returns for individuals, families, self-employed professionals, rental property owners, and small businesses, prepared through a secure virtual process.
Final pricing depends on the complexity of your return, your supporting documents, and any additional schedules. Pricing is confirmed before preparation begins.
Individual Returns (Form 1040)
Individual federal income tax preparation, including W-2 income, dependents, and qualifying tax credits you may be eligible to claim.
Married Filing Jointly & Families
Joint and family tax returns, with careful review of dependents and qualifying credits for your household.
Self-Employed (Schedule C)
Returns for self-employed professionals and independent contractors, reporting business income and expenses on Schedule C.
Rental Property (Schedule E)
Reporting rental property income and expenses on Schedule E. Additional rental properties are quoted individually.
Small-Business Tax Preparation
Tax preparation for small businesses, supported by organized records. Partnership and S Corporation returns require a consultation first.
State Income Tax Returns
Applicable state income tax returns prepared alongside your federal return. State returns are quoted separately.
Virtual & Secure
A Convenient Online Experience, From Intake to Approval
Joseph Tax Advisory operates virtually, so you can work with us from wherever you are. Consultations are scheduled online, and communication stays clear and convenient throughout your tax preparation or bookkeeping engagement.
01
Schedule an Online Consultation
Book a time that works for you through our online scheduler. We discuss your tax or bookkeeping needs and outline the next steps.
02
Complete Your Secure Intake
Share details about your filing status, income sources, dependents, and any business or rental activity so we can prepare an accurate quote.
03
Upload Documents to the Secure Client Portal
Tax documents are submitted through our secure client portal after you complete a secure intake. Please do not email Social Security numbers or confidential financial documents — the portal keeps your information organized and protected.
04
Review, Approve, and File
Pricing is confirmed before preparation begins. Once your return is prepared, we walk through it with you online and file after your approval.
Book a Tax Consultation
Ready for a Clearer Financial Future?
Schedule a virtual consultation to discuss your tax return or monthly bookkeeping needs. Pricing is confirmed before any work begins.