TAX SERVICE GUIDE

Individual Tax Preparation

Individual tax preparation can help people organize filing information, understand the filing process, and complete federal and applicable state returns.

Who this service may help

  • Individuals and families preparing a current-year return
  • People whose filing situation changed during the year

Common service needs

  • Federal or state individual return preparation
  • Review of common income and deduction categories

What to prepare before you connect

  • Gather relevant income and filing records
  • Use the professional’s secure process for sensitive documents

For your protection, use public forms only for general contact and service information. Do not include Social Security numbers, banking details, full tax returns, or identity documents.

FREQUENTLY ASKED QUESTIONS

Questions about individual tax preparation

Can I browse professionals before creating an account?

Yes. Public professional profiles can be viewed without a member account.

Should I send tax documents through the directory?

No. Public forms are for general service information. A professional should provide an appropriate secure method when documents are needed.

NEXT STEP

Connect with a professional for your needs.

Compare public profiles or ask the network to help coordinate a match.

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My Tax Pros Networking is an independent professional discovery and networking platform. It is not the IRS or a government agency and does not provide personalized tax or legal advice.