Professional Individual Tax Preparation

Tax returns can become complicated when you have self-employment income, investments, rental properties, multiple income sources, credits or deductions. AM Tax Inc. provides professional preparation for simple and complex individual tax situations.

Seamless Client Experience

Our 6-Step Preparation Workflow

Engagement & Terms

Retainer Deposit

Documents & Preparation

Tax Return Review

We review your tax profile, select the appropriate service scope, and execute a clear engagement agreement.

A preliminary deposit secures your spot on our preparation schedule and initiates direct file setup.

Upload records securely to our portal while our Enrolled Agent analyzes deductions, income sources, and credits.

Select either a 60-minute live interactive session or a comprehensive pre-recorded video walk-through.

Final Bill

Signature & E-file

You will received a final tax preparation bill that needs to be paid before your return is sent out for signatures.

We will e-file your return once signatures are received. You will be notified once the IRS & State accept your return.

• Comprehensive Tax Coverage

Schedules, Forms & Tax Scenarios

We prepare complete federal Form 1040 packages with precise schedule attachments tailored to your financial situation. Specific forms and schedules are applied based on individual return complexity.

Form 1040 Preparation

Schedule C Self-Employed

Schedule E Rental Income

Accurate federal income tax reporting for W-2 wage earners, standard deductions, and basic tax filing requirements.

Dedicated preparation for sole proprietors, freelancers, 1099 contractors, and single-member LLC business owners.

Comprehensive accounting for residential rental properties, depreciation schedules, passive activity losses, and expenses.

Investments & Stock Sales

Crypto Reporting

Multi-State Tax Filings

Schedule D capital gains reporting for equities, dividend income, RSUs, stock options, and cost-basis reconciliations.

Calculations for digital asset transactions, exchange trades, staking rewards, mining income, and crypto capital gains.

Preparation for taxpayers with state residency changes, remote income allocations, or multi-jurisdictional tax obligations.

Close-up of official IRS tax resolution credentials and legal tax reference materials on dark mahogany desk in Roseville office

Tax consultant in Roseville explaining tax return line items via dual monitor video recording system

Federally Authorized Representation

The Enrolled Agent Advantage

IRS Representation

Unrestricted Practice Rights

An Enrolled Agent (EA) is earned through rigorous federal testing and background checks. Unlike standard tax preparers, EAs are federally authorized by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the IRS.

Flexible Review Formats

60-Min Call or Video Review

Before your tax return is e-filed, choose between a live 60-minute interactive review appointment or a high-definition pre-recorded video walk-through detailing your deductions, tax calculations, and line-item totals.

View Pricing

Protect Your Return with Client Care

Ensure ongoing peace of mind with optional Client Care & Audit Protection add-on packages. These optional packages provide dedicated post-filing support and audit defense tailored to your selected coverage tier.

Schedule Free 15-Min Discovery Call