Individual Tax Preparation Built Around Your Complete Financial Picture
Your individual tax return is the final piece of the puzzle. For business owners, it's where your K-1 income flows, where your rental property deductions land, and where your self-employment taxes are calculated. A mistake or missed deduction here can cost you thousands — and most individual returns for business owners are far more complex than what a retail tax preparer can handle.
At Schemmel CPA PLLC, I prepare your personal return with the same CPA-level precision and strategic thinking I bring to your business filing. When both returns are in the same hands, nothing falls through the cracks.
Common Schedules & Situations I Handle
Schedule C (Self-Employment)
For single-member LLCs and sole proprietors. Includes self-employment tax optimization, home office deductions, and QBI calculation.
Schedule E (Rental Property)
Depreciation schedules, passive activity limitations, rental income/loss calculations, and property expense tracking.
K-1 Pass-Through Income
Proper reporting of partnership and S-Corp K-1 income, including basis calculations and loss limitations.
Military Tax Situations
Combat zone exclusions, state residency issues for active duty, moving expense deductions, and deployment-related extensions.
What's Included
- ✓ Form 1040 federal individual income tax return
- ✓ One state return included ($65 per additional state)
- ✓ All applicable schedules (A, C, D, E, SE, etc.)
- ✓ E-file submission for fastest processing and refunds
- ✓ Tax summary letter with key findings
- ✓ Recommendations for next year's estimated payments
Pricing
Stand-Alone Rate
$250 / hour
2-hour minimum. Federal + 1 state included.
Included in Annual Engagement
All three fixed-fee tiers include your annual individual income tax return at no additional cost.
Better Together: Business + Individual
Here's the reality: your business return and your personal return are deeply intertwined. Your K-1 flows from the 1120S or 1065 to your 1040. Your quarterly estimates depend on both income streams. Your QBI deduction hinges on information from both returns.
When one CPA handles both filings, there's zero communication gap, zero conflicting strategies, and zero missed connections between the returns. That's why every fixed-fee annual engagement includes both your business and individual tax returns.