Individual Tax Preparation in Bremerton

Yes, we prepare returns for all individual filers, including straightforward W-2 situations. That said, even a ‘simple’ return can have hidden opportunities; education credits, deductions for student loan interest, health savings account contributions, or withholding adjustments that put more money back in your pocket throughout the year. We review your full picture, not just the forms in front of us, so you walk away confident that nothing was left on the table. 

 At minimum: all income statements (W-2s, 1099s, K-1s), last year’s tax return, Social Security numbers for yourself and any dependents, mortgage interest statements (Form 1098), records of any significant financial events during the year, and any IRS notices you received. If you are self-employed, also bring your income and expense records for the year. 

 This is one of the most common situations we handle. Self-employed income, whether from freelancing, consulting, a side business, or a sole proprietorship, has its own set of rules around self-employment tax, quarterly estimated payments, and allowable deductions. We calculate exactly what you owe, identify every legitimate deduction you qualify for, help you set up a quarterly payment schedule to avoid IRS penalties, and make sure you are not overpaying going forward. 

Contact us immediately. As an IRS Enrolled Agent, Tracie Hannick has the authority to communicate directly with the IRS on your behalf and resolve any issue that arises from a return we prepared, or a prior return prepared by someone else. Do not respond to an IRS notice on your own before speaking with us. The way you respond in the first communication with the IRS can significantly affect the outcome. 

Yes. We prepare prior-year returns for clients who have fallen behind on filing, whether that is one year or several. We also help clients understand their options if they owe back taxes, including payment plans, penalty abatement, and IRS resolution strategies. If you have unfiled returns, the best thing you can do is get current as soon as possible, and we can help you do that in an organized, manageable way.

Yes. We work with individual tax clients throughout Washington State and along the West Coast entirely remotely. The process is straightforward — you upload your documents through our secure client portal, we prepare your return, and we review everything with you by phone or video before filing. You receive the same thorough, personalized service as an in-person client. No in-office visit is required.