Our Services
Tax Services
Tax Preparation Made Simpler. Guidance You Can Trust.
Tax season doesn't have to be overwhelming. Whether you're filing an individual return, managing multiple income sources, or preparing your business tax documents, U-Consults helps you navigate the process with organized, personalized support. Our goal is to make tax preparation more accessible, understandable, and convenient.
About This Service
Every tax situation is different, and understanding which documents to prepare, which information to report, and how to complete your return can be challenging.
U-Consults Tax Services provides individual tax preparation and filing assistance tailored to each client's circumstances.
We help clients organize their tax information, prepare applicable returns, and understand the steps involved in filing.
Our services are designed for individuals, families, self-employed workers, and small business owners who need assistance with their personal tax obligations.
We also provide educational resources and tax-readiness guidance to help clients prepare before filing season.
Our approach combines personalized service, clear communication, and convenient online access.
What's Included
How we can help
- Individual Tax Preparation — Starting at $175 per return
The introductory starting price includes: federal individual income tax return preparation; one applicable state income tax return; review of client-provided tax documents; review of applicable deductions and credits; electronic filing of eligible returns, with client authorization; applicable filing confirmation and return documentation.
- Tax Information Review
Review of client-provided income information; review of applicable tax documents; identification of missing or incomplete information; discussion of relevant filing requirements.
- Federal Income Tax Preparation
Preparation of applicable federal individual income tax returns; review of reported income and eligible deductions or credits based on the information provided; explanation of key return information before filing.
- State Income Tax Preparation
Preparation of one applicable state income tax return; review of relevant state income information; coordination with the federal return, where applicable.
- Electronic Filing Assistance
Preparation of eligible returns for electronic filing; review of filing information and required authorizations; submission of authorized returns through supported tax preparation software; confirmation of available filing acknowledgments.
- Tax Document Organization
Assistance identifying required tax documents; organization of information needed for preparation; guidance on retaining tax records.
Tax Portal
Filing-season information, document upload, and client resources live on our dedicated tax portal.
Visit tax.u-consults.comThe Process
How It Works
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Start Your Tax Filing
Visit our dedicated Tax Portal at https://tax.u-consults.com. Review the filing instructions, begin the intake process, and follow the steps provided to submit your tax information.
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Submit Your Tax Information
Provide the requested tax documents and complete the applicable intake information through the designated process. We review the information and contact you if additional documentation or clarification is required.
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We Prepare and Review Your Return
We prepare your tax return using the information provided and review it for completeness and consistency. Before filing, we explain the relevant information and obtain any required approvals and authorizations.
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File and Receive Confirmation
Once the return is approved and authorized, we submit eligible returns electronically. We communicate the available filing status and provide the applicable return documents and filing acknowledgments.
Common Questions
Questions About This Service
How much does individual tax preparation cost?
Individual tax preparation starts at $175 per return, which includes a federal individual return and one applicable state return. Final pricing depends on the complexity of the tax return, additional forms, additional state returns, and specific filing requirements.
Where can I start filing my taxes?
Visit our dedicated tax portal at https://tax.u-consults.com for tax service information, pricing, and instructions on starting your filing process.
More questions? See the full FAQ page or contact us.
Good to Know
Before Your Tax Appointment
Depending on your situation, you may need the following:
- A valid government-issued photo ID.
- Social Security numbers or applicable taxpayer identification numbers.
- W-2 forms from employers.
- 1099 forms for additional income.
- Self-employment income and expense records, if applicable.
- Information about dependents.
- Relevant education, retirement, or other tax documents.
- Records supporting deductions or credits you intend to claim.
- Prior-year tax returns, if available.
- Bank account information if you choose direct deposit or direct debit.
We provide guidance about the specific documents needed for your situation.
Starting Prices
The $175 introductory starting price includes a federal individual return and one applicable state return. Additional state returns are billed separately. Self-employment reporting may involve additional fees based on complexity. Your service fee will be explained before preparation begins.
Tax Refunds
Refund amounts and processing times are determined by the applicable tax authorities and cannot be guaranteed.
Client Responsibilities
Clients are responsible for providing complete, accurate, and truthful tax information. We may request additional documentation or clarification before completing a return.
Electronic Filing
Electronic filing is available for eligible returns, subject to software support, required authorizations, and applicable tax agency requirements. Submission does not automatically mean that a tax agency has accepted or approved a return.
Tax Document Security
Tax documents may contain sensitive personal and financial information. Clients should submit tax records through the designated secure process rather than ordinary email or unsecured messaging.
Tax Preparation and Bookkeeping
Tax preparation and ongoing bookkeeping are separate services. Business owners who need monthly financial recordkeeping may also explore our Financial Services division.
Ready to File With Confidence?
Let U-Consults help you prepare your tax return with organized, personalized assistance.