Tax Preparation Cumming, GA

W-2 earners with simple returns. The classic Cumming family with two W-2 paychecks, a mortgage, two kids in Forsyth County schools, and standard deductions. Returns like these run quickly through our portal and turn around inside a week most of the season.

Self-employed individuals and freelancers. Schedule C filers, single-member LLCs, side-hustlers, photographers, consultants, and other service providers. The return adds Schedule C, possibly Schedule SE for self-employment tax, and the home office and mileage deductions that are easy to miss.

Small business owners with pass-through entities. S-corp owners filing 1120S plus their personal 1040. Partnership owners filing 1065 plus their personal 1040 with K-1s. We coordinate the business and personal returns together so the K-1 numbers flow through correctly and nothing slips.

Real estate agents and rental property owners are not a fit for our in-house tax preparation. Those returns need a specialist, and we refer or coordinate with a CPA partner when that is the right next step.

In late January or early February, you get an email from us with a secure portal link and a checklist of documents we need (W-2s, 1099s, mortgage interest, property tax, charitable receipts, K-1s, etc.). Upload as you receive them. The portal sends us a notification each time something arrives so we can start working as soon as the file is complete.

Once we have everything, we prepare the return inside one to two weeks during normal season. We send a draft for signature and include a Loom video walking through the return and the key things to note. You review the draft, ask any questions, and sign electronically.

E-file goes to the IRS and Georgia DOR within 24 hours of your signature. Acceptance confirmation lands in your inbox usually inside 48 hours. If you owe a balance, we walk you through paying via IRS Direct Pay and Georgia Tax Center; if you have a refund coming, it direct-deposits to whatever account you choose, usually inside 21 days for federal.

Mileage and home office for self-employed taxpayers, which we mentioned earlier. Beyond that: HSA contributions (deductible above the line), 529 plan contributions for Georgia (deductible on Georgia 500 up to the annual cap), retirement plan contributions for self-employed (SEP-IRA, Solo 401k, SIMPLE-IRA, each with different limits), QBI deduction for pass-through business income (often 20% off the top, frequently miscalculated by DIY software).

For Cumming households, we also flag the Georgia tax credits that often get missed: the Georgia retraining tax credit for in-state job training, the rural physician credit for healthcare workers, the qualified rural hospital expense credit, and the various film and entertainment credits if you happen to be in that industry.

We are not magicians, and we will not invent deductions you do not actually qualify for. But we will catch the legitimate ones DIY software typically misses, which usually pays for the preparation fee many times over.

Tax preparation pricing is per return based on complexity. Simple W-2 returns (no business, no rental, no investment income) start at $275. Standard returns with itemized deductions, child credit, and one or two extra schedules typically run $400 to $650. Self-employed (Schedule C) returns run $500 to $900. Business returns (1120S, 1065, 1120) run $1,200 to $3,500 depending on complexity.

For Cumming clients who use us for both bookkeeping and tax preparation, we discount the tax prep fee 15% versus standalone pricing because the books arrive clean and the return is faster to prepare.