Individual returns, side-gig income, and notarized documents — handled carefully, without the upsell.
Form 1040 preparation for W-2 employees and individuals — standard or itemized deductions, credits you qualify for, and direct e-filing with the IRS and Massachusetts DOR.
Schedule C, Schedule SE, and 1099-NEC income for freelancers and gig workers — including home office, mileage, and other deductions specific to self-employment.
Help calculating and staying on top of quarterly estimated payments, so 1099 contractors avoid penalties and surprises at filing time.
In-person notarization for individuals and small businesses — powers of attorney, affidavits, real estate documents, and more, by appointment.
A few of the situations that come up most often in individual returns.
Child Tax Credit, dependent care credit, education credits, and making sure dependents are claimed correctly.
One of the most commonly miscalculated — and audited — credits on a return. We make sure eligibility is figured correctly the first time.
1099-R distributions, IRA and 401(k) withdrawals, and figuring out how much of your Social Security is actually taxable.
Mortgage interest, property tax deductions, points paid at closing, and home sale questions.
Whether your income is simple, complicated, or somewhere in between, we're used to sorting it out.
Rideshare, delivery, creative freelance — income from multiple platforms, organized and filed correctly.
A full-time job plus a side hustle — we make sure both sides of your income are handled properly.
Consultants and contractors who need their self-employment tax and deductions done right.
Dependents, credits, and everything that comes with filing for a household, handled with care.
Mortgage interest, property tax, and the paperwork that comes with owning a home.
Quick, in-person notarization for individuals and small businesses, by appointment.
As Prime Wealth Solutions grows, we're expanding into small business tax preparation (LLCs, S-Corps, partnerships) and monthly bookkeeping. If that's what you're after today, reach out — we'll let you know when we're ready for you.