Personal tax preparation for federal and state Form 1040 returns

IRS Enrolled Agent • Secure E-File • Nationwide

IRS Enrolled Agent • E-File

Personal Tax Preparation

Federal & State Tax Returns for Individuals, Families, Investors & Small Business Owners

Federal & State Returns

Personal tax preparation

Form 1040 tax preparation for simple and complex personal tax situations.

PUBLIC TAX, CORP prepares federal and state individual income tax returns for employees, families, retirees, investors, rental property owners, self-employed taxpayers, and multi-state filers.

Form 1040

Individual tax returns

Federal and state personal income tax return preparation for individuals, families, retirees, and taxpayers with multiple income sources.

  • W-2 wage income and withholding
  • 1099 interest, dividends, pensions, Social Security, and retirement income
  • Schedule A deductions and tax credits review
  • Electronic filing and secure delivery
For individuals and familiesView 1040 pricing →
Self-employed & 1099

Schedule C tax preparation

Personal returns for freelancers, independent contractors, consultants, gig workers, online sellers, and single-member LLC owners.

  • Schedule C income and business expenses
  • 1099-NEC and 1099-K reporting
  • Home office, mileage, and vehicle expense review
  • Estimated tax planning discussion
For contractors and small operatorsSelf-employed taxes →
Complex personal returns

Investments, rentals, K-1s, and multi-state filings

Support for taxpayers with brokerage statements, rental properties, partnership or S corporation K-1s, cryptocurrency activity, or more than one state return.

  • Schedule D and Form 8949 capital gains and losses
  • Rental property income and Schedule E
  • K-1 reporting, passive activity items, and basis considerations
  • Resident, part-year, and nonresident state returns
For higher-complexity returnsReview pricing →

Why clients choose PUBLIC TAX, CORP

Professional review, secure workflow, and tax support beyond data entry.

A personal tax return affects refunds, balances due, IRS notices, state filings, estimated taxes, and future financial records. We prepare with compliance and documentation in mind.

EA professional review

Your return is reviewed with professional judgment by a federally licensed IRS Enrolled Agent.

Compliance-first approach

We focus on accurate reporting, clean documentation, and reducing avoidable IRS or state notices.

Clear communication

We explain what is needed, what affects your tax position, and what should be reviewed before filing.

Secure portal workflow

Upload documents, exchange messages, sign electronically, and receive delivery through a secure process.

Personal tax return situations

Personal tax preparation for common and complex filing situations.

We handle a wide range of individual tax filings while separate pages provide more detail for specialized tax topics and local service areas.

1040

Standard Form 1040

W-2 income, 1099 forms, dependents, deductions, credits, retirement income, and state filings.

1099

Self-employed income

Schedule C, 1099-NEC, 1099-K, expenses, mileage, home office, and estimated tax guidance.

RE

Rental property

Schedule E, depreciation, repairs, mortgage interest, property taxes, and multi-property reporting.

ST

Multi-state filing

Resident, part-year resident, and nonresident tax returns for taxpayers who moved or worked in multiple states.

INV

Investment reporting

Brokerage statements, dividends, interest, stock sales, capital gains, losses, and crypto reporting when applicable.

X

Amended returns

Form 1040-X corrections for missing income, missed deductions, state changes, or prior-year filing errors.

Professional oversight

Professional tax preparation with review built into the process.

Your personal tax return is prepared with professional judgment, document review, and attention to the income, deductions, credits, and filing details that affect your return.

EA-level tax knowledge

Return preparation is supported by federal tax expertise and practical experience with individual, self-employed, rental, and investment tax situations.

Clean document review

W-2s, 1099s, K-1s, brokerage statements, rental records, and prior-year details are reviewed for consistency before filing.

Tax strategy awareness

We look beyond data entry to identify filing issues, missing items, deductions, credits, and planning points that may affect your return.

Secure online process

Upload documents, complete your organizer, review questions, and receive your completed return through a secure client portal.

Frequently asked questions

Quick answers to common questions. Click a question to expand.

Do you prepare personal tax returns outside Florida?

Yes. We serve clients nationwide through our secure portal for document upload, messaging, e-signatures, and delivery.

What documents do you need to start?

Start by creating an account in our portal and completing the organizer. Then upload W-2s, 1099s, K-1s, prior-year returns, brokerage statements, rental records, or other tax documents that apply.

Can you prepare returns for self-employed taxpayers?

Yes. We prepare Form 1040 returns with Schedule C for freelancers, independent contractors, consultants, gig workers, and single-member LLC owners.

Do you handle rental property and investment income?

Yes. We prepare returns involving Schedule E rental income, stock sales, capital gains, dividends, interest, brokerage statements, and K-1 reporting.

Do you handle multi-state personal tax returns?

Yes. We assist with resident, part-year resident, nonresident, and multi-state filing requirements when applicable.

Can you prepare prior-year or amended personal tax returns?

Yes. We prepare prior-year personal tax returns and Form 1040-X amended returns when taxpayers need to correct income, deductions, credits, filing status, or state return issues.

How does the personal tax preparation process work?

Start in the secure portal, upload your documents, answer follow-up questions, review the completed return, sign electronically, and receive secure delivery after filing.

Service Area

Personal tax preparation for Tampa Bay clients — and nationwide

This service page covers personal tax preparation generally. City-specific pages below will provide local details for each Tampa Bay community.

Local office in Dunedin. Tampa Bay service area. Secure remote tax preparation available nationwide.