Individual Tax Preparation Services: Your Path to Hassle-Free Filings
Leave the complexities of tax preparation and the ever-changing tax code to our experienced Tax Professionals.
We understand that every individual's tax situation is unique. At Lux Financial Solutions, we believe your tax experience should reflect that. No cookie-cutter solutions here; only hand-picked legal strategies that best apply to your specific needs.
Our personalized tax preparation service and meticulous approach ensures your return isn't just filed; it's optimized so you can keep more of what's rightfully yours. Our experts ensure accurate filings, identifying every eligible deduction and credit to legally maximize potential refunds while minimizing your tax liability.
What's the best part? Our tax preparation services are completely virtual.
No more scrambling to find documents or the hassle of commuting to your CPA’s or Tax Professional's office. Experience the freedom of our virtual tax solutions.
From consultations to filings, our virtual services bring you convenience and security without compromising quality. Get expert tax preparation without the need to go anywhere.
Discover the benefits of being our client:
Expert tax preparation saving you time.
Maximizing refunds or reducing tax liability legally.
Safeguarding more of your hard-earned money.
Empowering you with financial insights.
Secure and convenient virtual service without sacrificing quality.
Let us prepare and file your personal income tax return including all federal and state filings, forms, and schedules. We file in all 50 states.
Personal Tax Services:
Federal & State Income Tax Return
Prior Year Tax Return
Amended Tax Return
Tax Filing Extensions
FAFSA Financial Information Section Worksheet
W-4 Form Review & Preparation
Included in all Personal Tax Return Preparation Services:
Federal and State Returns
Single or Multiple W-2s
Review of last filed return to identify any errors or missed opportunities
Current Year Return vs Prior Year Return Comparison Report
Married Filing Joint vs Married Filing Separate Status benefit comparison (if applicable)
Electronically Filed (E-File) tax returns for faster processing
Customer Portal - securely access tax returns and upload your tax documents
Convenient Video Conferencing Meeting or Recording for final Tax Return review & submission
$1,000,000 Tax Audit Defense™*
Up to $1 million in audit defense services for each 1040 return we file for up to 3 years
ID Theft Restoration Services*
Covers everyone on your tax return for up to 1 year for tax and non-tax related identity theft event
$2,500 Tax Preparation Guarantee*
If we make a mistake in the preparation of your 1040 tax return, we will reimburse you up to $2,500 for additional fees, penalties, and interest. Subject to terms and conditions
Please note: Bookkeeping Services are not included. Additional hourly charges apply to Receipt Reconciliation & Reconstruction.
* Services provided through our partnership with Protection Plus are subject to terms and conditions.
*successful completion of voluntary IRS program that includes 18 hours of continuing education and passing of comprehensive tax exam.
Packages Designed for every phase of your life...
Essentials
$225
Best for simple tax situations...
Single or Married with no children or dependents
Students
Deduct tuition, education expenses, & report loan interest
Unemployment Income
Taxable interest under $1500 (1099-INT)
Retirement Income
Standard Deduction
No credits or other deductions to claim
Standard
$325
Best for families and married couples with Common Credits & Deductions...
Single, Head of Household or Married
Children and/or other dependents
Standard Deduction plus Common Credits & Deductions:
Tax Credits for dependents:
Child and/or Other Dependent Tax Credits:
Child & Dependent Care Credit
Qualified Adoption Expenses
Earned Income Tax Credit
Deductions for educator expenses
Premium Tax Credit
Education Tax Credits & Deductions
Advanced
$375
Best for more complex tax situations that require common Itemized Deductions...
Single, Head of Household or Married
Children and/or other dependents
Standard or Common Itemized Deductions
Home Mortgage Interest & Property Taxes
Charitable Donations
Health Savings Accounts and Medicare Savings Accounts
Retirement Savings and IRAs
Elite
$450
Best for tax situations with less common forms of income and/or Self-Employed with income only to report and no deductions...
Single, Head of Household or Married
Children and/or other dependents
1040 + Schedule C (income only - no deductions or expenses)
Self-Employment Tax
Less Common Income sources
Investments such as stocks, bonds and cryptocurrency (Schedule D)
Rental income and deductions (Schedule E)
All other less common income sources, credits and deductions
Skip the trip to an office.
Focus on your life or business, and let us handle your taxes.
Get your taxes expertly prepared and filed by our Tax Pros from the comfort of your home or anywhere you want to be.
Easily upload your documents using your phone, computer, or tablet, and connect with our Tax Pros as needed.
Here's how our Virtual Tax Preparation works:
Let's Connect!
Let's get to know your unique tax needs and goals. Book a brief consultation to discuss your circumstances and concerns, helping us tailor the perfect tax strategies for you.
Service Confirmation
If our energy feels right for you, review and sign our Engagement Agreement.
We'll also provide our Tax Prep Checklist to help you gather all your tax documents.
Share Your Tax Details
Answer a few questions about yourself and your tax situation, and upload your tax documents in the same form using your phone, tablet or laptop.
You'll also get access to our Customer Portal where you can easily access all your tax documents or upload anything else needed to prepare your tax return.
That's it. Your assigned Tax Pro will dive in. Leave it to us, so you can confidently get back to your day-to-day, assured that we're diligently preparing your tax return.
Virtual Review & E-Filing
When your tax return is ready, we'll reach out to schedule a Virtual Conferencing meeting, where we'll walk you through your return.
Don't have time for a meeting? Not a problem. We'll just send you a recording so you can confidently sign off on your tax return.
Once you've electronically signed, we'll e-file your finalized tax return, send you a digital copy for your records and you're all done!
We do our best to track your refund and communicate any status updates.
Returning Clients
Status Update Meeting
We know your unique tax situation may have changed from the previous year.
If so, let's catch up! Schedule a meeting with us so we can understand your new circumstances, goals and concerns, and we'll adjust our tax strategies accordingly.
Please review our tax return preparation checklist below to make sure you have everything you need to file your tax return with us.