Individual Tax for complex lives.
For individuals and families whose returns include business income, rental property, investments, or multiple states.
Individual tax returns get complicated quickly once a business, a rental, or an investment account enters the picture. TreeStar prepares Form 1040 returns with the same care we bring to business work, connecting K-1s from your entities, rental activity, and estimated payments into one coherent filing. When we also handle your business, your individual return is prepared with full context rather than pieced together from separate sources. We review the prior year, flag changes worth discussing, and help you plan estimates for the year ahead so tax time feels routine rather than rushed.
How we help
Federal and state individual returns, including part-year and nonresident state filings.
K-1 income from S corporations and partnerships reviewed for consistency with basis and prior years.
Rental property schedules, depreciation, and investment income reported clearly.
Quarterly estimates reviewed against expected income so payments track what you may owe.
Organizer, document upload, and e-signature handled through the TaxDome client portal.
Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.
How it works
- 01 Organize
You complete a tailored organizer and upload documents securely through TaxDome.
- 02 Review
We compare the year to your prior return and ask about anything that changed.
- 03 Prepare
We prepare the federal and state returns and summarize the results in plain English.
- 04 Sign and plan
You e-sign, we file, and we set estimated payments for the coming year.
What you can expect
A return that reflects your full financial picture
Estimated payments matched to expected income
A clear summary of what changed from last year
Common questions
Can you prepare my return if you also handle my business?
Yes, and it often works better that way. We can coordinate K-1 timing and make sure owner activity is reported consistently.
How do I send my documents?
Through the TaxDome client portal, which provides secure upload and e-signature. Please do not email sensitive documents.