Individual tax

Personal tax returns, handled carefully.

Careful, on-time personal return help for individuals and families in the Waco area, across Central Texas, and remotely.

Who this is for

This is for individuals and families who want a straightforward personal return, and for people who want their situation reviewed so nothing is left on the table. If you also have a small business, or ties to Canada, you can mention that when you get in touch.

What the work includes

Personal returns are handled carefully and on time, and properly reviewed. The goal is a clean, complete filing, without rushing past the details that matter.

Catching up on a past year

If you are behind on a past-year return, tell James when you reach out. He will walk through the next step with you. There is no need to have everything perfectly organized before you start the conversation.

How to start

Fill out the short form on the contact page, or call 682-205-0702. James aims to reply within one business day. He will tell you a safe way to send your documents. Please don't include Social Security numbers, SINs, bank details, or tax documents in the form.

Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.

Questions people often ask

Can I work with James if I am not in Waco?

Yes. James works with individuals, families, and small businesses across Central Texas and remotely.

How do I send my tax documents?

Not through the website form. After you reach out, James will tell you a safe way to send them.

What if I also have a business or ties to Canada?

Mention that on the form or when you call. You can also read about business tax and Canada-US tax help.

Good to know: please don't include Social Security numbers, SINs, bank details, or tax documents in the form. James will tell you a safe way to send them. He aims to reply within one business day.