Fully online
Complete the process remotely with phone or video conversations and approved secure document-delivery instructions. Ordinary email and text are not used for sensitive tax records.
Work with Tax Butler your way
Tax preparation built around real life.
You may have a neat folder, a phone full of forms, several years of business records, or a stack you do not know how to organize. We will choose the service format that makes the process manageable and identify what your return actually needs.
Discuss your tax returnI handle the taxes.
You keep your time.
Individual · Self-employed · Schedule C
Choose what works
Online, mobile, or at my home office.
Availability, location, complexity, and document-security needs are confirmed before the appointment.
Mobile tax preparation
If you have too much paperwork to send or need in-person help, I can meet you at your home within the service area. Travel availability and any fee are confirmed in advance.
Home-office appointment
Bring your organized documents to a scheduled appointment at my home office. The address and arrival instructions are shared privately after your appointment is confirmed.
Starting prices
Know the starting point before the work begins.
Every return is quoted after a brief review. These prices assume complete, organized records and one current-year federal filing.
Simple individual return
Starting at$200Generally W-2 income, standard deduction, and a limited number of common tax forms.
Complex individual return
Starting at$350May include itemizing, investments, education, homeownership, multiple income sources, or significant life changes.
Simple Schedule C
Starting at$450One organized sole proprietorship with summarized income and clearly categorized expenses.
Detailed Schedule C
Starting at$650More transactions, mixed personal and business activity, vehicle or home-office questions, assets, inventory, or cleanup.
Why can the price increase?
The final fee may increase for additional forms or schedules, multiple businesses or states, rentals, investments, bookkeeping cleanup, missing or disorganized records, prior-year or amended returns, unusual transactions, extra meetings, or rush work. Any mobile-service travel fee is discussed before the appointment.
Document guide
What should you gather?
Start with the section that sounds most like you. These lists cover common records—not every item applies to every return, and additional documents may be requested after reviewing your situation.
Do not email or text sensitive documents.
Contact Tax Butler first for the approved delivery method.
Every individual returnIdentity, prior filing, income, and payment informationSee what to bring +
Government-issued photo identification and Social Security or ITIN information for everyone included on the return
Prior-year federal and state tax returns, if available
IRS Identity Protection PIN (IP PIN), if issued
Forms W-2 and all Forms 1099, including interest, dividends, retirement, unemployment, contract work, payment apps, and other income
Form 1095-A for Marketplace health coverage, if applicable
Estimated-tax payment records and any IRS or state tax notices
Bank routing and account information for direct deposit or payment, provided through the approved secure process
Dates and details for major changes such as marriage, divorce, a new dependent, home purchase, move, retirement, or job change
Education, home, family, and itemized deductionsCommon records for credits and deductionsSee what to bring +
Forms 1098-T for tuition and 1098-E for student-loan interest, plus relevant education receipts
Childcare provider name, address, tax identification number, and amounts paid
Form 1098 mortgage-interest statement and closing documents for a home purchase or refinance
Property-tax statements, including applicable county, school, city, or MUD taxes actually paid
Mortgage Credit Certificate (MCC) and prior Form 8396 information, if applicable
Charitable-contribution records and qualifying medical-expense records if itemizing may apply
Retirement and HSA contribution records
Homeowners-insurance records only when potentially relevant to a business, rental, or casualty matter; ordinary personal homeowners insurance is generally not deductible
Self-employed or Schedule CIncome, expenses, vehicle, home office, and assetsSee what to bring +
Forms 1099-NEC, 1099-K, 1099-MISC, and records of income not reported on a tax form
Business bank, credit-card, payment-processor, invoicing, and bookkeeping reports
Expense records organized by category, with receipts and business purpose when needed
Beginning- and ending-year inventory records, if products are sold
Vehicle mileage log and records of business miles, total miles, parking, tolls, fuel, repairs, insurance, interest, and purchase or lease details
Travel, meals, supplies, advertising, professional fees, insurance, rent, utilities, and contract-labor records
Home-office square footage and eligible home expense records if the space is used regularly and exclusively for business
Equipment, furniture, computers, vehicles, and other assets purchased, sold, or placed in service
Estimated-tax payments, licenses, prior depreciation schedules, and prior-year Schedule C
A checklist is the beginning—not the tax return.
Documents are reviewed for relevance, completeness, and how the current rules apply to your facts. Having a record does not automatically make an expense deductible or a credit allowable.
Schedule C preparation needs clean records.
If records are incomplete or personal and business activity are mixed, cleanup or bookkeeping work may be needed before tax preparation can begin. Scope and pricing are discussed first.
Official starting resources
IRS: Gather your documents IRS: Schedule C informationReady to begin?
Choose the service format that makes tax season easier.
Start with a conversation. I will ask about your return, explain what to gather, and confirm whether online, mobile, or home-office service is the right fit.