Service 01 // U.S. Residents
A sophisticated individual return is more than data entry. We connect wages, 1099 income, investments, multi-state ties, family credits and international assets within one defensible Form 1040 filing position.
We prepare federal and state individual returns, reconcile diverse income streams, report investment and digital-asset activity, and evaluate deductions, dependants and family credits. Foreign income and accounts are identified early so that required disclosures are coordinated with the core return.
This service is designed for individuals and families whose finances extend beyond a simple W-2. It is particularly valuable for clients with 1099 income, investments, moves between states, complex family circumstances, or foreign financial connections.
We review prior returns, current-year documents, residency facts and family structure before determining the required forms and filing positions. You receive a clear document list, an explained result and a tax record built to withstand questions.
The AI platform shortens intake and helps collect documents faster for review.
Use the AI platformSend a short note. The request will be prepared for s@sternprotax.com.
Contact details
s@sternprotax.comTelegram
@sternprotaxLocation
Global service, based in NY