Expert Personal Tax Preparation & Filing
Filing your personal taxes shouldn't be stressful or confusing. At LuniTax, we specialize in making tax season simple, accurate, and rewarding for individuals and families. Our experienced tax professionals handle everything from straightforward W-2 returns to complex situations involving multiple income sources, investments, rental properties, and self-employment income. We don't just fill out forms—we meticulously review every detail to ensure you claim every deduction and credit you're entitled to, maximizing your refund while keeping you fully compliant with IRS regulations.
What makes LuniTax different is our personalized approach to every tax return. We understand that your financial situation is unique, and we take the time to understand your life changes—whether you've gotten married, had a child, bought a home, changed jobs, or started a side business. Our certified tax preparers stay current with the latest tax law changes, including new deductions for home office expenses, educational credits, energy-efficient home improvements, and more. We're here to answer all your questions in plain English, not tax jargon, ensuring you understand exactly what's happening with your return.
We believe in building long-term relationships with our clients. That's why we offer year-round support—not just during tax season. Have a question about a tax notice from the IRS? Need advice on whether a financial decision will impact your taxes? We're here to help. Our commitment to accuracy means we guarantee our work, and if there's ever an issue, we'll stand by you. With convenient in-person, virtual, and drop-off options, getting your taxes done has never been easier. Let us handle the complexity while you enjoy peace of mind knowing your taxes are done right.
Our Simple Tax Preparation Process
We've streamlined the tax filing process to make it as easy as possible for you. First, we gather all your documents—W-2s, 1099s, receipts, and any other relevant financial information. Then, our tax professionals carefully review everything, identifying all eligible deductions and credits specific to your situation. We prepare your return with meticulous attention to detail, double-checking for accuracy and optimization. Before filing, we review everything with you, explaining the key points and answering all your questions. Finally, we file your return electronically for the fastest possible refund. It's that simple.
- Maximum refund guarantee—we find every deduction and credit you qualify for
- Accurate preparation by certified tax professionals with error-free filing
- Fast electronic filing with direct deposit for quickest refund processing
- Free audit support and representation if any issues arise with the IRS
- Year-round tax advice and support for all your tax-related questions
Personal Tax Situations We Handle
No matter how simple or complex your tax situation, we've got you covered. We expertly handle W-2 wage income, self-employment and freelance income, rental property income and expenses, investment income including stocks and cryptocurrency, retirement account distributions, educational expenses and student loan interest, medical expenses and healthcare deductions, home office deductions, and charitable contributions. We also specialize in life events like marriage, divorce, new children, home purchases, and job changes. Whether you're filing as single, married, head of household, or have dependents, our team has the expertise to handle your unique situation and ensure you get the best possible outcome on your tax return.