Individual tax preparation
Bring together the income, investments, and life changes that make your return more involved.
- Federal and state income tax returns
- Investment, rental, and self-employment income
- Multiple income sources and Schedule K-1s
Tax preparation and guidance for individuals with complex returns, taxpayers with international ties, and business owners. Work with Kevin Chou, CPA to understand your filing needs and next steps.
Individual · International · Business · Tax notices

Careful preparation.
A clearer path to filing.
From multiple income sources to cross-border reporting and tax notices, start with support tailored to your situation.
Bring together the income, investments, and life changes that make your return more involved.
Understand your U.S. filing and reporting needs when your income or accounts extend overseas.
Prepare business and partnership returns with attention to your records and ownership structure.
Get help understanding a notice, gathering supporting records, and determining a response.
Tax preparation shouldn’t leave you guessing. We keep the conversation clear, from the first introduction to your final review.
See what to gatherTell us about your situation, your questions, and what changed since last year.
Gather your records and use the secure document-sharing option on our main website. We review your information and identify any missing pieces.
Walk through your prepared return, ask questions, and understand the next steps before filing.
Use this simple checklist to organize your documents before your first conversation. Your exact list will depend on your situation.
Visit our main website and choose “Send a File” to access the secure upload service. This checklist does not save or transmit your information.
Start with last year’s return, your current income documents, and a list of questions. The checklist above is a useful starting point; the documents needed for your return may vary.
We help with U.S. tax matters involving foreign income and accounts, including FBAR, the foreign tax credit, and the foreign earned income exclusion (FEIE). We review your circumstances to determine the filing requirements and provisions that apply.
Yes. We help with business and partnership tax returns, including the records and Schedule K-1 information needed for preparation. Contact us to discuss your business structure and filing needs.
Keep the complete notice and note any response deadline. Contact us to arrange a review, then share the notice and relevant records through the secure upload service.
The scope depends on your return and the records involved. Contact us to discuss your situation and request a quote before preparation begins.
Make a note of what’s missing and bring the information you already have. We can discuss what else is needed before your return can be completed.
Use the secure document upload link to visit our main website, then choose “Send a File.” Please use that service for sensitive tax records; this page does not collect documents.
Tell us about your return, international tax questions, business filings, or a tax notice. We’ll discuss the scope, records needed, and next steps.
267-888-6777
1522 Pine Street
Philadelphia, PA 19102
On our main website, choose “Send a File” to upload documents securely.