Kyle Milner, CPATax & Advisory
707-940-8844
Call Kyle at 707-940-8844

Personal tax returns

I prepare returns involving business income, investments, rentals, stock compensation, and income from more than one state.

You can hand over preparation and know what to pay and when. If you’d also like help with estimates and tax questions during the year, that’s what Collaboration is for.

Services and fees

Annual filing is for new clients filing by the original deadline. Collaboration adds help during the year, a video explanation of your return, and a year-end check-in.

We’ll agree on a fixed fee before starting. Get an initial estimate.

Annual filing

Your personal return and estimated payments based on the prior year’s tax.

Starting at$1,500per year · personal return

  • Federal Form 1040 and one state return
  • Prior-year safe-harbor estimates and payment guidance
  • For new clients filing by the original deadline
More about what’s included

Returns and support included

This covers your federal Form 1040 and one state return, including the questions needed to prepare them and instructions for payments. Additional states, amendments, or specialized filings are agreed before starting.

Estimated payments

Estimates use a prior-year safe-harbor approach for federal and state where applicable. This helps meet minimum payment thresholds and does not include current-year projections. Help with payment setup is available; you remain responsible for bank details and available funds.

Filing schedule and notice support

Complete documents are due by March 20. For new clients, Annual filing is available for the original filing deadline only. If you need an extension, we’ll discuss the service and fee before starting. Routine notices on returns we prepared are included; more involved representation is agreed separately.

Estimate your fee

Collaboration

Your return handled, with help figuring out what to pay when income changes.

Starting at$2,750per year · personal return

  • Federal Form 1040 and one state return
  • Estimates and projection updates when income changes
  • Routine tax questions during the year
  • Recorded explanation of your return
  • Year-end check-in
More about what’s included

Return scope

This covers your federal Form 1040 and one state return. The proposal lists any business returns, additional states, amendments, or specialized filings included.

Estimates, questions, and the year-end check-in

When income changes, you can ask what to set aside or whether to adjust withholding or estimates. We calculate the payments using the income, deductions, and other information you provide. We also check in near year-end about expected tax and remaining payments; timing depends on your circumstances and when the figures are available.

Recorded explanation

You receive a video explaining the result, what changed, what to pay, and what needs your attention. You can watch it when it suits you.

Additional work and notice support

Routine questions and estimate updates are included. If answering a question needs more extensive analysis or help carrying out a decision, we’ll explain the additional work and fee before starting. Routine notices on returns we prepared are included; more involved representation is agreed separately.

Estimate your fee

Before a stock sale, option exercise, or move

It helps to know the tax cost before you commit. We can compare the options you’re considering and estimate the payments you may need to make. The work and any additional fee are agreed first.

Read about stock options and share sales, a move from California, or a major transaction.

Send me a quick overview.

Let me know what’s on your return and what you would like help with.

Start with a message

You can also book a 15-minute intro or call 707-940-8844.