RETIREMENT INCOME · PERSONAL ATTENTION

A clearer start
for your retirement return.

Have a pension, retirement distributions or Social Security income? Bring your documents together and discuss whether you need to file and what your return involves.

Documents to gather

Bring Forms 1099-R for pensions and retirement distributions, Form SSA-1099 for Social Security, and any W-2s or other income records. Your prior tax return is also helpful.

Review your household's full income

Social Security benefits alone do not tell the whole filing story. Other income, household circumstances and withholding all matter. A preparation consultation starts with your actual forms and facts.

Clear pricing and a direct contact

Standard preparation is $300, with audit protection included subject to provider terms. Ask about any additional preparation needs before starting.

Ask about my retirement return

Tell me what you need.
We'll take it from there.

Have W-2 income, retirement benefits or a side business? Start with a quick conversation about your return and your preparation fee.

Already a client? Access your secure document portal.

Available December 1

Please don't send Social Security numbers, bank details or tax documents through this form, text or regular email. Ask about the document-sharing process first.

A clearer startfor your retirement return.

Documents to gather

Review your household's full income

Clear pricing and a direct contact

Tell me what you need.We'll take it from there.

Request a tax consultation

A clearer start
for your retirement return.

Tell me what you need.
We'll take it from there.