Personal Tax Preparation Services
Expert Filing, Built for Accuracy and Peace of Mind
Managing multiple state returns, complex investments, or unique tax situations? Our tax filing services for individuals combine expert guidance with a streamlined process to save you time and maximize your return.
What We Offer
We prepare state and federal income tax returns for a wide range of filing scenarios, carefully considering all the details that affect your financial outcome.
Individual Income Tax Return (Form 1040)
If you’re employed, retired, a sole proprietor or have investment or self-employment income, our form 1040 tax preparation services handle federal and applicable state returns, looking for opportunities to reduce your tax liability.
Fiduciary Returns for Trusts & Estates (Form 1041)
Trust and estate tax returns require an in-depth understanding of financial and legal nuances. Our professional tax preparers have decades of experience handling these situations, and we’ll ensure all deductions, compliance requirements, and distributions are addressed.
Gift Tax Filings (Form 709)
Have you made gifts that exceed the tax year’s annual exclusion? We’ll file the appropriate returns for accurate reporting and alignment with your long-term estate strategy.
Estate Tax Filings (Form 706)
Estate tax compliance is both complex and sensitive, and our tax experts handle these filings with the precision and care that’s needed.
Specialized Filing Support
Because not every return is straightforward, we also provide tax help for individuals in unique or nontraditional circumstances. Our trusted professionals have experience managing the following:
Multi-State Residency and Income
If you live and work across multiple states, partner with Capstone to ensure all income is accurately reported and all state tax obligations correctly calculated.
Responding to IRS & State Notices
If you’ve received a tax notice, it’s imperative to work with a professional before making any moves. Our experts will help interpret, respond to, and resolve any IRS or state inquiries.
Stock Compensation & Deferred Income
Filing errors are common when it comes to incentive stock options (ISOs), restricted stock units (RSUs), and deferred bonuses. Work with our trusted tax experts to properly report this type of equity and income.
Real Estate Transactions & Rental Properties
Get clear, compliant tax reporting and deduction strategies whether you’ve rented, sold, or invested in a home.
Cryptocurrency Reporting
Crypto continues to evolve, and so too do the tax regulations around it. Turn to Capstone to ensure your digital assets are reported correctly, including taxable losses, gains, and disclosures.
Foreign Income
From filing FATCA-related or FBAR forms to claiming a foreign tax credit, we can correctly report and file your cross-border income.
Retirement Distributions & RMD Planning
We accurately prepare filings that reflect your taxable distributions while planning around required minimum distributions (RMDs).
Amended Returns & Estimated Payments
If your financial situation has changed or something was missed in a prior return, our experts can prepare amended returns and help adjust or project estimated tax payments moving forward.
A Seamless, Secure Filing Experience
We offer a streamlined tax preparation process through M-Files and Hubshare. These secure platforms make it easy to upload documents and prior returns, view shared files in real time, and access your final return whenever you need it. No more stacks of paper or endless email threads–just a secure, centralized portal designed to make tax season more organized and easier to navigate.
What We’ll Need to Get Started
While we review the specific financial information we’ll need to complete your individual tax return, we commonly request the following be sent via our secure online portal:
- W-2s and 1099s
- Retirement statement accounts
- Investment income reports
- Self-employment income
- Documentation surrounding charitable contributions
- Real estate or rental income information
- Equity compensation summaries
- Relevant IRS or state agency correspondence
Why Capstone for Personal Tax Prep?
- Credentialed, experienced professionals: Our CPA personal tax preparation team includes licensed professionals with technical expertise and centuries of combined experience. You can trust your return will be prepared by someone who understands both the details and your bigger picture.
- Built to scale: From routine filings to high-complexity returns, our systems and processes scale with your needs.
- Security-first: We follow strict data protocols to ensure your sensitive, personal information stays protected from start to finish.
Individuals
Let’s Connect
Bring coordination, clarity, and confidence to your financial life.
What to Expect
Submit an Inquiry
Let us know you’re interested in our tax preparation services by completing a client intake form.
Upload Documents
Once we’ve connected, we’ll provide secure access to M-Files and Hubshare so you can start uploading your documents.
PREP
We’ll analyze your submitted information, follow up with any questions, and start preparing your returns.
Review
Before filing, we’ll walk you through your completed returns, highlighting important details.
Post-Filing Support
Once approved, we’ll electronically submit your return. If needed, we can also assist with payment vouchers, extensions, and follow-up questions.
Tax Preparation FAQs
What’s the difference between tax preparation and tax planning?
Do I need to live locally to use your tax prep services?
Can you help with IRS notices?
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
