Tax Preparation

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

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