Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits. Built for trade and service business owners whose personal and business finances overlap.
What This Covers
This is individual federal and state tax return preparation for people who own or operate trade and service businesses. That means your personal return isn’t just a W-2 and a standard deduction. You have business income, self-employment tax, vehicle expenses, equipment purchases, and a dozen other things that need to be reported correctly.
We prepare the full return including all income sources, deductions, and credits you’re eligible for. If you also run your business tax return through us, the two filings are coordinated so nothing falls through the cracks and the numbers tie together properly.
What Gets Filed
What Gets Filed
Your federal and California state individual tax returns. All schedules related to business income, rental property, investment accounts, retirement contributions, and anything else that applies. We handle the full picture, not just the easy parts.
How the Process Works
How the Process Works
We collect your documents, review your prior year return if you have one, and ask questions about anything that looks off or incomplete. You get a draft to review before we file. No surprises. No rushing it out the door without your sign-off.
Why This Matters for Business Owners
When you own a contracting or service business, your personal tax return is significantly more complicated than most people’s. Your business income flows through to your individual return. The deductions you take on the business side directly affect what you owe personally. If one side is wrong, the other side is wrong too.
A lot of trade business owners leave money on the table every year because deductions get missed or categorized incorrectly. Vehicle mileage, tools, materials, licensing fees, insurance, home office expenses. These things add up fast, but only if they’re properly documented and reported on the right forms.
The Missed Deduction Problem
The Missed Deduction Problem
If your books are messy or nonexistent throughout the year, your tax preparer has to guess or skip deductions they can’t verify. That means you pay more than you should. Contractors and tradespeople routinely miss deductions for tools, equipment, vehicle use, subcontractor costs, and job-related supplies because the records aren’t there at filing time.
The Coordination Problem
The Coordination Problem
Your personal return and your business return are connected. If one person prepares your business return and someone else does your personal filing, things get lost in translation. Income gets double-counted or left off entirely. Credits and carryovers get missed. Having both returns handled together eliminates that gap.
What You Get
You get a personal tax return prepared by a CPA who understands how trade and service businesses work. That means every legitimate deduction gets captured, the business and personal sides match up, and you’re not overpaying because something was overlooked or filed incorrectly.
You also get someone you can call with questions during the year. Thinking about buying a work truck and wondering about the tax impact? Considering hiring your first employee? Those conversations happen naturally when your tax preparer actually knows your business and your financial situation.
Accurate Filing with Nothing Left Behind
Accurate Filing with Nothing Left Behind
Every income source reported. Every eligible deduction claimed. Every credit applied. Your return reflects the full reality of what you earned and what you spent to earn it. You file with confidence knowing the numbers are right and defensible if the IRS ever asks.
A Tax Preparer Who Knows Your Trade
A Tax Preparer Who Knows Your Trade
Working with contractors and tradespeople is what we do. We know the deductions that apply to your industry. We know what the IRS looks for when they review returns from construction and service businesses. That experience means fewer mistakes and better results on your return.
Long Beach's CPA for Contractors and Trades
The Next Step:
A Quick Conversation
Tell us about your business and where you need help. We'll ask a few questions, let you know what we can do, and give you a quick quote.