Tax preparation
Tax preparation with a clear process from the start
Every tax client begins with a paid virtual consultation so we can understand your filing needs, answer questions, and provide a preparation quote before work begins.
*If you choose to move forward, your consultation fee is applied toward your quoted tax preparation fee*

WHAT'S INCLUDED

We review your filing situation, income sources, dependents, credits, deductions, and other information needed to prepare your return accurately.

We prepare you applicable federal and state individual tax returns based on the documents and information you provide,

We review common credits and deductions that may apply to your situation, including dependent, education, and other eligible tax benefits.

We review the completed return with you, answer questions, collected required signatures and payment, and electronically file your return when ready.
WHO I HELP
Chrys Tax & Business Services focuses on common individual tax situations with a clear, personalized process from consultation through e-filing.
Employees with W-2 income, including single, married, and head of household filers.
Individuals with common 1099 income who need help understanding how that income affects their return.
Parents and families who may qualify for credits related to children, dependents, or earned income.
Taxpayers with qualifying education expenses, tuition documents, or education-related tax credits.
Not sure whether your tax situation fits? That's exactly what the consultation is for. We'll review your needs before any preparation work begins.
YOUR TAX CONSULTATION
Complete the requested tax organizer before your appointment so we can understand your filing situation and make the most of your consultation time.
We'll discuss your income, filing status, dependents, credits, documents, and any questions or concerns you have about your return.
You'll receive a preparation quote based on the information discussed. If you choose to move forward, your consultation fee is applied towards your quoted preparation fee.
No preparation work begins until you choose to proceed and sign the service agreement
AFTER YOUR CONSULTATION
Once you decide to move forward, the rest of the process is designed to be clear and secure. You'll know what happens next, where to send your documents, and what is required before your return is filed.
Review and sign your service agreement outlining the scope of work, quoted fee, payment terms, and responsibilities before preparation begins.
Your return is prepared and we'll contact you if anything else is needed. Once complete, we'll meet virtually to review your return and answer your questions.
Once your agreement is signed, you'll receive access to the secure client portal to upload your tax documents and any additional information requested.
Complete your electronic signatures and remaining payment. Your return is e-filed only after all required signatures and payment have been received.
WHAT TO HAVE READY
The documents you need will depend on your tax situation, but having these common items available can help us get started efficiently.
Valid photo ID, Social Security numbers or ITINs, and basic contact information for everyone included on the return.
W-2s, applicable 1099s, unemployment statements, retirement income forms, and other income records received for the tax year,
Dependent names, Social Security numbers, childcare information, and any relevant records involving qualifying dependents.
Tuition statements, student-loan interest forms, and records of qualifying education expenses.
Your prior-year tax return, estimated tax payment information, and records of any tax payments already made.
Documents related to deductions, credits, health coverage when applicable, or other items that may affect your return.
For your protection, sensitive tax documents should be uploaded through the secure client portal rather than sent by regular email or text.
Every return is different. Your final preparation fee is quoted during your paid consultation before you decide whether to move forward.
Your tax preparation process begins with a virtual consultation. Complete your organizer, meet with Chrys, and receive a clear preparation quote before deciding whether to move forward.
Chrys Tax & Business Services
Tax Preparation | Mobile Notary | Small Business Services
chrystax.com
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