
1040 Tax Return
File your return your way:
virtual, in-person, or self-intake.
2025 | 1040 Individual Tax Preparation
Three convenient options to file
We make filing flexible. Choose what works best for you — from your couch, in-person, or a quick guided form.
Virtual Intake
Meet by phone or video call. Upload your tax docs to a secure portal. I review, ask questions, then we e-sign.

Self-Intake
Enter your info in a guided form, upload documents, and I’ll prepare and e-file.

In-Person Intake
Meet locally, hand me your documents, and I’ll handle the rest. Great if you prefer face-to-face.

Trusted by Local Businesses Across Wisconsin
Secure & Private
Your data stays encrypted and confidential — always handled through verified portals.
Fast Turnaround
Most individual returns are filed within 1–3 business days once documents are complete.
Simple & Flexible
Upload virtually, meet in-person, or use our guided self-intake – whichever fits your schedule best.
Clear Communication
You’ll always know what’s next — no confusing tax talk, just plain-English updates.
Locally Trusted
Proudly serving clients across Dodge, Columbia, Dane, Jefferson, and Fond du Lac counties.
How it works
4 Simple Steps
1.
Choose and intake option
Virtual, in-person, or self-intake.
2.
Share your documents
Secure upload or hand-off in person.
3.
Review and questions
I check for credits/deductions and follow up if needed.
4.
Sign and file
You e-sign; I e-file. You get a copy and status updates.

The Rock Steady Difference
Here’s What You Can Expect
You don’t need to stress — I’ll guide you through every step and make sure everything’s handled properly.
Simple process with clear instructions
Real person support (no scripts, no bots!)
Transparent pricing — no surprise fees
Copies and confirmations sent right to your inbox
