Individuals · secondary service
Personal tax preparation, alongside the business work.
CompFinO's focus is business financial operations. We also prepare individual returns, most often for the owners and leadership of the businesses we serve.
What is included
Individual returns
- Federal and state individual return preparation
- Secure organizer and document collection through the client portal
- Review before delivery
- Estimated-payment guidance where applicable
- Coordination with business returns for owners
Please upload tax documents through the secure client portal rather than by email. Current individual pricing is confirmed before work begins.
Investment, insurance, and other regulated financial-planning services are not described here. Where such services are offered, the licensed entity, professionals, and required disclosures are identified separately.
Ask about individual returns