One decision at a time
Personal Tax Return
Learn more about our tax and accounting services, who they’re designed for, and how we support clients with clear, reliable financial guidance.
Format
In-person (Pinecrest, FL) · Virtual (Zoom) · Hybrid
Duration
Initial consultation (45–60 minutes) — with ongoing tax support available year-round if needed
Services
Individuals, small business owners, self-employed professionals, and growing companies seeking tax preparation, bookkeeping support, or proactive year-round tax guidance.
Who needs this?
You may benefit from working with Chamizo Tax if you:
• Are an individual or family looking for accurate, stress-free tax preparation
• Own or operate a small business and need reliable tax guidance
• Are self-employed or earn 1099 income and want help staying compliant
• Need help organizing your finances or maintaining clean books
• Have received an IRS or state tax notice and aren’t sure what to do next
• Want proactive, year-round tax support—not just help during tax season
Whether your situation is straightforward or more complex, we’re here to help you move forward with confidence.
How we help
Our approach is simple, organized, and focused on your long-term success:
• Initial Review & Assessment — We start by understanding your financial situation, goals, and any current tax or accounting concerns.
• Clear Guidance & Planning — We explain your options in plain language and recommend practical strategies aligned with your needs.
• Accurate Preparation & Compliance — From tax returns to bookkeeping, we handle the details carefully to ensure accuracy and compliance.
• Ongoing Support — We’re available year-round to answer questions, assist with changes, and provide continued guidance as your situation evolves.
• IRS & State Assistance (When Needed) — If issues arise, we help you respond properly and work toward resolution with confidence.
Our goal is to remove confusion, reduce stress, and give you clarity around your finances—every step of the way.
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Thank you for contacting us.
We’ll get back to you as soon as possible.
Get in touch
Faqs
Frequently asked questions
What documents do I need to prepare my taxes?
The documents you need depend on your situation, but commonly include W-2s or 1099s, income records, expense receipts, prior-year tax returns, and identification. During your consultation, we’ll let you know exactly what applies to you.
Do you work with individuals and small businesses?
Yes. Chamizo Tax works with individuals, families, self-employed professionals, and small businesses. Whether you’re filing a personal return or managing business taxes, we provide guidance tailored to your needs.
Can you help if I received a letter from the IRS?
Absolutely. IRS notices can be stressful, but many are easy to resolve. We review the notice, explain what it means, and help you determine the appropriate next steps.
How much do tax preparation services cost?
Pricing depends on the complexity of your tax situation. We believe in transparency and will discuss fees upfront so there are no surprises.
When should I schedule my tax appointment?
It’s best to schedule as early as possible—especially for business returns or more complex filings. Early preparation allows more time for planning and helps avoid last-minute stress.
Do you offer tax planning outside of tax season?
Yes. Tax planning is available year-round and can help reduce future tax liability, prepare for major financial changes, and keep you organized well beyond filing season.
