Individual Tax Preparation
Done Right. Done For You.
Stop guessing. Stop overpaying. Nexus Tax Books handles your personal tax return — W-2, 1099, retirement, investments — and puts every dollar you deserve back in your pocket.
New for 2026: Major tax law changes are in effect — including no tax on qualifying tips & overtime, a $6,000 senior bonus deduction, $40,400 SALT cap, and a $10,000 car loan interest deduction. Don’t file without a professional who knows these changes. Start your intake form →
Your Personal Tax Return Deserves More Than Software
TurboTax asks questions. We find answers. There is a meaningful difference between a software program walking you through checkboxes and a trained tax professional reviewing your complete financial picture — and that difference shows up in your refund.
At Nexus Tax Books, we prepare individual tax returns for W-2 employees, 1099 freelancers and contractors, retirees, investors, and families across the country — all virtually, all at flat-fee pricing with zero surprise charges.
💡 The average Nexus Tax Books client who previously self-filed discovers $800–$2,400 in additional refund or tax savings they missed on their own return.
- ✓W-2 & Multi-Income Returns — All employment income handled
- ✓1099 / Self-Employment — Schedule C, SE tax, quarterly estimates
- ✓Investment Income — Capital gains, dividends, crypto (1099-DA)
- ✓Retirement Income — Social Security, 1099-R, RMDs
- ✓Rental Property — Schedule E, depreciation, passive losses
- ✓Itemized Deductions — Mortgage, medical, charitable, SALT
- ✓Education Credits — AOTC, Lifetime Learning, student loans
- ✓Back Taxes & Amendments — Multi-year filing & 1040-X
- ✓Extension Filing — Avoid penalties with a properly filed extension
Individual Tax Preparation for Every Situation
Whether you have a simple return or a complex financial picture, we have the expertise to handle it — and the tools to make it effortless for you.
W-2 Employees
One or multiple W-2s, company benefits, RSUs, or bonuses — we ensure you capture every credit and deduction you’ve earned.
Freelancers & 1099 Earners
Gig workers, consultants, side hustle income — we handle Schedule C, self-employment tax, home office, and quarterly estimates.
Homeowners & Investors
Mortgage interest, property tax, rental income, capital gains, dividend income — we optimize every dollar of investment activity.
Retirees & Seniors
Social Security income, RMDs, pensions, and the NEW $6,000 senior bonus deduction — we handle retirement tax with precision.
Families & Parents
Child Tax Credit, Dependent Care, EITC, education credits — families with dependents often qualify for substantial savings.
International & Nonresident
Form 1040-NR, ITIN applications, tax treaties, F-1/H-1B visa returns, FBAR — we handle cross-border tax complexity.
4 Simple Steps to a Done-For-You Tax Return
No office visits. No confusing software. Just a simple, secure, professional experience from start to filing.
Complete Your Intake Form
Fill out our secure tax intake form below. Takes 8–12 minutes. No SSN required at this stage.
Receive Your Document Checklist
We send you a personalized list of exactly what documents to upload — W-2s, 1099s, and any applicable forms.
We Prepare Your Return
Our tax professionals prepare your complete return in 5–7 business days, maximizing every legal deduction.
Review, Approve & E-File
You review your completed return, ask any questions, approve it, and we e-file directly with the IRS.
📥 Free Download: 2026 Individual Tax Preparation Checklist
Know exactly what documents to gather before your appointment. Stop scrambling for paperwork at the last minute. Download our comprehensive checklist — free.
🔒 We respect your privacy. No spam, ever. Unsubscribe anytime.
Documents to Gather Before Filing
Having the right documents makes your tax preparation faster and ensures we don’t miss a single deduction. Here’s what most individual filers need — our intake form will tell you exactly what applies to your situation.
Start My Return NowPersonal Information
- ✓ Government-issued ID (driver’s license or passport)
- ✓ Social Security numbers (you, spouse, dependents)
- ✓ Prior year tax return (for reference)
- ✓ Bank routing & account number (for direct deposit)
Income Documents
- ✓ W-2 from all employers
- ✓ 1099-NEC / 1099-MISC (freelance / contract income)
- ✓ 1099-K (PayPal, Venmo, Cash App, Stripe)
- ✓ 1099-INT / 1099-DIV (interest & dividends)
- ✓ 1099-B / Brokerage statements (investments, crypto)
- ✓ 1099-R (retirement distributions)
- ✓ SSA-1099 (Social Security benefits)
Deductions & Credits
- ✓ Form 1098 (mortgage interest)
- ✓ Property tax statements
- ✓ Charitable donation receipts
- ✓ Medical expense receipts (if significant)
- ✓ Form 1098-T (tuition / education)
- ✓ Childcare provider name, address & EIN
- ✓ Business mileage log (if self-employed)
Flat-Fee Individual Tax Preparation — No Surprises
We quote your price before we start. No percentage-of-refund fees. No hidden charges. Just honest, flat-fee professional tax preparation.
- ✓ W-2 income (1–2 employers)
- ✓ Standard deduction
- ✓ Basic credits (CTC, EITC)
- ✓ Federal + 1 state return
- ✓ IRS e-filing
- ✓ W-2 + 1099 / self-employment
- ✓ Schedule C (business income)
- ✓ Itemized deductions
- ✓ Investment income
- ✓ Retirement income (1099-R)
- ✓ Federal + 1 state return
- ✓ Rental property (Schedule E)
- ✓ Multiple business income streams
- ✓ Crypto / digital asset reporting
- ✓ Multiple states
- ✓ Back taxes / amendments
- ✓ Priority turnaround
All plans include: 100% accuracy guarantee, IRS e-filing, year-round support access, and audit guidance.
Start Your Individual Tax Return
Complete the form below and we’ll prepare a personalized quote and document checklist within 1 business day.
📋 Individual Tax Preparation Intake Form
Secure · Confidential · Takes approximately 8–10 minutes
👤 Personal Information
💰 Income Sources
Select all income types that apply to your tax year. This helps us determine which forms and schedules are needed.
📊 Deductions & Credits
Select all that may apply to you. When in doubt, check it — we will determine eligibility during preparation.
⚠️ Special Situations
These situations require additional forms or attention. Check any that apply.
✅ Final Details & Submission
Your Intake Form is Submitted!
Thank you! A member of the Nexus Tax Books team will review your information and contact you within 1 business day with your personalized quote and document checklist.
📅 Schedule a Consultation CallQuestions? Call us at (904) 385-0466
What Our Individual Tax Clients Say
“I used TurboTax for years and thought I was doing fine. Nexus found $1,840 in deductions I had been leaving on the table every single year. The intake form was easy and the whole process took less than a week.”
“As a delivery driver with multiple 1099s, my taxes were always a mess. Nexus handled everything — Schedule C, quarterly estimates, even my home office. Professional, fast, and no surprises on the bill.”
“I’m retired and had Social Security, a pension, and some investments to report. Nexus made it completely stress-free. They even told me about the new 2026 senior deduction I had no idea existed. Got a bigger refund than I expected!”
Everything You Need to Know About Individual Tax Preparation
Our individual tax preparation starts at $199 flat-fee for simple W-2 returns. Standard returns with 1099 income or deductions start at $349, and complex returns (rental property, multiple states, crypto) start at $549. We provide a firm quote before we start — no surprises.
Most filers need: W-2 or 1099 forms, Social Security numbers for themselves and dependents, last year’s tax return, bank routing number for direct deposit, and receipts for any deductions. After you submit our intake form, we send you a personalized document checklist specific to your situation.
Absolutely. We specialize in 1099 and self-employment returns. We handle Schedule C, self-employment tax calculation, home office deductions, mileage deductions, business expense optimization, and quarterly estimated tax planning.
Most returns are completed within 5–7 business days after you upload all your documents. During peak season (February–April), we recommend allowing 7–10 business days. Rush processing is available for an additional fee.
Not at all. Nexus Tax Books is 100% virtual. You complete the intake form online, upload your documents securely, we prepare your return, and you review and approve everything — all from your phone or computer. We serve clients nationwide.
The federal individual tax return deadline for tax year 2025 is April 15, 2026. We can file an extension giving you until October 15, 2026 to file. However, an extension to file is NOT an extension to pay — any taxes owed are still due April 15.
Key new 2026 benefits include: (1) No tax on qualifying tips and overtime pay, (2) $6,000 bonus deduction for taxpayers 65+, (3) $10,000 car loan interest deduction for US-assembled vehicles, (4) SALT deduction cap increased to $40,400, (5) expanded HSA + DPC benefits. Our preparers ensure you capture every new benefit.
Yes. We handle back tax returns and multi-year filings. Whether you are one year behind or several, we can help you become compliant, minimize penalties and interest, and create a plan for moving forward. Start with our intake form and note the years you need filed.
Yes. Your intake form goes directly to our secure client management system. We use bank-level encryption for all document transfers and never share client information with third parties. Your privacy and security are our top priority.
Ready to Get Your Taxes Done Right?
Stop leaving money on the table. Let a professional tax preparer handle your return — accurately, quickly, and for a flat fee you can count on.