813-283-0642
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Service

Personal Taxes

Comprehensive individual tax preparation and year-round planning. From complex returns with multiple income sources to proactive strategies — we help you keep more of what you earn.

Scope of Work

Your Return, Done Right

Whether you have a straightforward W-2 return or a complex situation involving self-employment, investments, and rental properties, our CPAs ensure every deduction is captured and every dollar is accounted for.

  • Individual federal and state income tax preparation (Form 1040)
  • Self-employment and Schedule C income reporting
  • Rental property income and Schedule E filing
  • Investment income, capital gains, and K-1 reporting
  • Estimated quarterly tax calculation and planning
  • IRS audit support and notice response
  • Prior year amended returns (Form 1040-X)
  • Year-round tax planning and strategy sessions

How It Works

Our Tax Process

01

Intake & Organizer

We provide a personalized tax organizer to gather all the documents we need — making the process straightforward and stress-free for you.

02

CPA Preparation

Your return is prepared by a licensed CPA who reviews every detail, maximizes your deductions, and ensures accuracy before filing.

03

Review & Approval

We walk you through your completed return, explain every figure, and answer your questions before you sign anything.

04

Filing & Planning Ahead

After filing, we identify opportunities to reduce next year's tax liability so you're always a step ahead.

Free Download

Personal Tax Organizer

Download our free fillable PDF organizer to compile your income, deductions, dependents, and key documents before your tax appointment — making the process faster and stress-free.

We respect your privacy. Your information is never sold or shared.

The Consultation Vault

Initialize Your
Strategic Review

Take the first step toward financial clarity. Our team is ready to understand your unique needs and craft a tailored approach to your organization's fiscal health.

Phone

(813) 283-0642

Email

admin@hcpagrp.com

Location

Downtown Tampa, Florida