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WHO WE SERVE

Individuals & Families

W-2 employees, 1099 contractors, retirees, first-time filers, and households claiming dependents or credits

Business Owners & Self-Employed

Sole proprietors, LLCs, independent contractors, and startups with deductions and write-offs

Investors & Property Owners

Filers with stock, crypto, rental property, or multi-state income

Complex & Prior-Year Filers

Amended returns, prior-year clean-ups, and multi-income situations

Documents You Need To File

Personal Info

Valid photo ID, Social Security or ITIN, and prior-year tax return (if available)

Income Documentation

W-2s, 1099s, retirement income, unemployment, or Social Security statements

Business & Self-Employed Records

1099s received, income totals, expense records, and EIN documentation

Credits, Deductions & Other Situations

Childcare, education, student loans, mortgage interest, donations, marketplace insurance, investments, rental income, and IRS notices

Kae’s Elite Filing Process

Step 1:

Book Your Free Consultation

Choose your Tax Pro and schedule a complimentary session to get the process started.

Step 2:

Align & Submit Your Information

Discuss your goals, complete your secure intake form, and share the personal and financial details we need to build your plan.

Step 3:

Upload Your Tax Documents

Submit your W-2s, 1099s, and all required documents directly through your secure client portal.

Step 4:

We Prepare & File Your Return

Your Tax Pro handles the full preparation, review, and filing process—keeping you informed from start to finish.

Start Your 2026 Filing Today!

Book A Free Consultation Call

During your call, we’ll review your situation, answer your questions, and make sure you’re prepared with the right documents—no stress, no guesswork. Whether you’re filing as an individual, family, or business owner, our team helps you file confidently, accurately, and on time.

Begin Your Consultation