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AB The Tax Expert

Personal tax

Personal tax preparation, done properly.

Your documents organised, your return reviewed with you, and a clear next step at every stage.

Your return · Illustrative example

2026 ReturnOn track
DocumentsReceived
DeductionsReviewed
Your reviewScheduled
FilingNext
Who it is for

Most individual returns fit here.

If your situation turns out to involve a business, we tell you before any work begins — and we tell you what that changes.

What we handle

Common situations.

W-2 income

Employment income and withholding, with the credits and deductions that commonly apply.

Investment income

Interest, dividends and investment sales, including cost-basis questions.

Rental property

Rental income and expenses, depreciation, and the records that support them.

Multi-state returns

Income earned in more than one state, and the filings that follow from it.

Prior-year returns

Years not yet filed, or an earlier return that needs correcting.

Deductions and credits

Reviewed against your situation rather than assumed from last year.

How it works

Four steps, and you always know which one you are on.

1

Tell us your situation

A few questions about your income and circumstances. No documents needed yet.

2

Send your documents

We tell you exactly what is needed and confirm when everything has arrived.

3

We prepare the return

Federal and state returns prepared and checked against what you sent.

What it costs

Personal Tax Return — $300 base.

Base pricing shown. Additional complexity may affect final pricing, and we confirm the full scope before work begins.

Included

Your federal and state personal return prepared and filed, deductions and credits reviewed, a review with you before anything is filed, and questions answered in plain English.

Self-employed or running a business?

The $300 base covers a personal return. Self-employment reported on Schedule C is separate business work with its own pricing, and Get Started will point you to the right service.

Ready when you are.

Answer a few questions and we will recommend the right service for your situation.