Individual Tax Preparation in Dallas, TX|Serving Clients Nationwide

Professional Tax Preparation for Individuals & Families

 

Tax preparation can become complicated when you have multiple sources of income, investments, self-employment income, property, multiple states, prior-year issues, or other financial circumstances.

 

At RoseWise Tax Solutions LLC, we provide personalized individual tax preparation designed around your specific situation.

 

Rose Mansoori, EA, is an Enrolled Agent IRS  licensed by the IRS with more than 18 years of experience in tax preparation, bookkeeping, budgeting, payroll, and financial consulting.

Individual Tax Services

 

Depending on your circumstances, we can assist with:

   Federal individual tax returns

   State tax returns

   Self-employed tax returns

   Multi-state tax returns

   Prior-year tax returns

   Back tax returns

   Amended tax returns

   Tax planning

   Tax-related questions and consultations

 

   Our goal is not simply to prepare forms. We want you to understand what is being reported, what documentation is needed, and what you should consider going forward.

Tax Preparation for Self-Employed Individuals

 

Self-employed taxpayers often have additional tax considerations involving business income, expenses, estimated taxes, deductions, and recordkeeping.

 

We can help organize the information needed for your return and identify questions that may require additional attention.

 

If you operate a small business or side business, we can also discuss bookkeeping and business tax services.

 

 

 

 

Multi-State Tax Returns

 

Moving, working remotely, owning property, operating a business, or earning income in more than one state can create additional filing considerations.

 

We can help review your circumstances and determine which state returns may need to be considered.

 

Because state requirements differ, we evaluate each situation individually.

 

 

 

 

 

Prior-Year & Amended Tax Returns

If you have an older tax return that was never filed or believe a previously filed return needs to be corrected, it is important to understand the situation before taking action.

 

RoseWise Tax Solutions can review the available information and help determine what needs to be prepared.

 

 

 

A Personalized Approach

At RoseWise Tax Solutions, we believe good tax preparation begins with understanding the taxpayer.

 

We take time to review your information, ask questions when something needs clarification, and communicate with you throughout the process.

 

 

 

 

Price:

Filing status:

Single -$200

Married Filing Separately -$200

Married Filing Jointly -$250

Head of Household -$250

2nd Dependent -$25

2nd State Return  -$50

K1 each -$50 

Self-Employed with 1099-NEC extra -$100

Rental Property extra -$200

Review Prior Tax Return  that was prepared by someone else -$250

Consultation Fee -60 Minutes call or zoom meeting -$200

Estimate tax calculation -$200

Audit assistance -$500

IRS notice assistance -$500