Individual Tax Preparation

Accurate Tax Preparation for Individuals and Families

Whether your return is straightforward or involves multiple income sources, investments, or life changes, Manahan CPA prepares your return with care and attention to detail.

What We Handle

We prepare federal and state returns for a wide range of individual tax situations. Every return is reviewed carefully to ensure accuracy and to identify every deduction and credit you're entitled to.

Federal and State Returns

Complete preparation of your Form 1040 and applicable state return, including all required schedules and supporting forms.

Investment and Capital Gains Income

Reporting of stock sales, mutual fund distributions, cryptocurrency transactions, and other investment activity.

Rental Property Income

Schedule E preparation for rental income and expenses, including depreciation calculations and passive activity rules.

Self-Employment and Freelance Income

Schedule C preparation for sole proprietors and freelancers, including deductible business expenses and self-employment tax.

Retirement Income and Distributions

Proper reporting of IRA distributions, 401(k) withdrawals, pension income, and Social Security benefits.

Life Event Tax Situations

Tax preparation for major life changes including marriage, divorce, home purchase or sale, inheritance, and relocation.

Specialty Services

Other Tax Services

Beyond standard individual returns, we handle a range of specialty tax situations that require additional expertise and careful attention to detail.

Estate Tax Return Preparation

Preparation of Form 706 federal estate tax returns for estates that meet the filing threshold, including valuation of assets and applicable deductions.

Trust Tax Return Preparation

Annual preparation of Form 1041 fiduciary income tax returns for trusts, including proper allocation of income, deductions, and distributions to beneficiaries.

Final Return for a Deceased Taxpayer

Preparation of the final individual income tax return for a decedent, coordinated with estate administration and properly reflecting income through the date of death.

Tax Planning

Proactive planning to minimize your tax liability — reviewing your current situation, projecting future obligations, and identifying strategies before year-end.

Prior-Year Tax Return Preparation

Preparation of unfiled returns from prior years, helping you get current with your obligations and address any outstanding filing requirements.

Amended Tax Return Assistance

Preparation of Form 1040-X to correct errors or omissions on a previously filed return, including documentation of the changes and updated calculations.

Who We Work With

We work with individuals and families across a range of financial situations — from straightforward W-2 filers to those with complex multi-source income, significant assets, or recent life changes that affect their tax picture.

Employees with W-2 income and itemized deductions
Freelancers, consultants, and self-employed individuals
Investors with stock, real estate, or cryptocurrency activity
Rental property owners
Retirees managing distributions and Social Security
Executors, trustees, and fiduciaries managing estate or trust tax obligations
Individuals with unfiled or amended prior-year returns

Our Approach

We don't use a one-size-fits-all checklist. Before preparing your return, we take the time to understand your situation — your income sources, deductions, and any changes from the prior year. If something looks unusual or raises a question, we ask. When your return is complete, we walk you through the results so you understand what was filed and why.

Ready for More Clarity and Less Guesswork on Your Taxes?

Request Tax Preparation