INDIVIDUAL TAX PREPARATION
Individual Tax Preparation in San Antonio
Individual tax returns prepared by a CPA and former IRS Revenue Agent, for San Antonio individuals and families with self-employment income, investments, rentals, or retirement accounts. You know the fee before work begins.
Individual returns from $500 See pricing
- Former IRS Revenue Agent
- Texas-licensed CPA
- Military families welcome
- Rated 5.0 on Google
- English and Spanish
LIFE CHANGES CHANGE YOUR RETURN
Did Something Change This Year?
A new job, a side business, a rental, a move, or a retirement can change your return more than you expect. Jessica prepares individual returns with the full picture in view and explains the result before filing, so fewer surprises come later.
She starts with last year’s return and the forms you expect this year, so the scope and fee are clear before work begins.
WHAT CHANGED FOR YOU?
Common Reasons Your Return Looks Different
These are the changes that most often catch people off guard at tax time.
Started a Side Business or Freelance Work
Self-employment income means Schedule C, self-employment tax, and often quarterly estimated payments.
Bought or Sold a Home or Rental
A sale, a new mortgage, or rental income changes what you report and what you can deduct.
Married, Divorced, or Had a Baby
Your filing status, credits, and withholding may all change.
Military Move or Deployment
A PCS move often raises state residency questions for service members and spouses. Military families are welcome.
Retired or Started Social Security
Retirement distributions and Social Security change how much tax you owe and how you should withhold.
Sold Investments or Received Company Stock
Sales of stock, crypto, or company shares need cost basis records to be reported correctly.
INDIVIDUALS WITH STRAIGHTFORWARD OR MORE INVOLVED RETURNS
Who This Service Is For
- Employees and families with wage income and common deductions or credits
- Independent contractors and sole proprietors with self-employment income
- Real estate agents and other professionals receiving Form 1099 income
- Investors and rental property owners
- Retirees and individuals preparing for retirement
- Individuals with income or filing obligations in more than one state
INDIVIDUAL RETURN PREPARATION
What Individual Tax Preparation Includes
- Initial review of your prior-year return and expected current-year tax forms
- Preparation of Form 1040 and the schedules included in the written engagement
- Review of wage, self-employment, investment, rental, retirement, Social Security, and other reported income as applicable
- Review of deductions and credits supported by the information you provide
- Preparation of applicable state individual returns included in the engagement
- Electronic filing when the return is eligible and all required authorizations are complete
- A copy of the completed return and filing records through the secure portal
- An explanation of key return items and the next steps for a balance due or refund
- Routine questions during preparation within the agreed scope
PRICING
Individual Tax Preparation Pricing
Individual returns start at $500. A return with a Schedule C for self-employment starts at $1,200. Jessica reviews last year’s return and the forms you expect, then quotes a fixed fee before work begins.
Factors That May Affect the Fee
- Number and type of forms and schedules
- Self-employment or rental activity
- Investment sales and specialized reporting
- Number of state returns
- Condition of the records you provide
Quoted Separately
- Business entity tax returns
- Bookkeeping or record reconstruction
- Amended or prior-year returns, priced the same as preparing that return
- IRS or state notice assistance
- Tax planning or retirement tax planning
What Clients Say
Jessica is rated 5.0 on Google. These reviews are shown as written; you can read every review on her Google Business Profile.
5 out of 5 stars
“I highly recommend Jessica if you’re looking for a CPA. I went into the process with zero knowledge about taxes, and she made everything feel manageable. She’s incredibly helpful, patient, and knowledgeable, and you can tell she genuinely cares about doing things the right way for her clients. She really takes pride in her work and makes sure you’re set up in the best way possible.”
Aleena L. · Google review
5 out of 5 stars
“My taxes were a bit of mess when I found Jessica. Since working with her, I’ve felt so confident about how everything is structured now. I have an LLC S-corp so it’s not a easy task to get it straightened out but she managed it with ease. I can’t recommend her enough!”
Brayan H. · Google review
5 out of 5 stars
“Found Jessica online, and so glad I did. She’s really supported my small business, even helping me transition from an LLC to an S-Corp. She’s always communicative and professional, and gives so much more of a personable experience than large firms. She has vast knowledge and even worked for the IRS. She knows her stuff. Highly recommend.”
Cat T. · Google review
A CLEAR START BEFORE WORK BEGINS
How the Engagement Begins
Book a Fit Call
Book a free 15-minute call. Share what changed this year, the forms you expect (W-2, 1099, K-1), and whether you have rentals or a business. Keep it general for now.
Share Requested Information Securely
If it looks like a fit, Jessica will request last year’s return. Use SmartVault for anything sensitive.
Receive a Written Proposal
You receive a fixed fee and a written scope listing the returns and states included.
Begin the Accepted Work
Once you accept, you receive a document checklist. Jessica prepares your return and walks you through the result before filing.
Your CPA: Jessica Gonzalez
Jessica is a Texas-licensed CPA and former IRS Revenue Agent in the Small Business/Self-Employed Division, with public accounting experience. She leads every engagement. Other qualified team members may help with defined tasks, while Jessica stays involved as described in your engagement.
Individual Tax Questions
How Much Does an Individual Return Cost?
Individual returns start at $500. A return with a Schedule C for self-employment starts at $1,200. Rentals, investment sales, and extra state returns can raise the fixed fee, which you receive before work begins.
What Documents Do I Need?
Start with last year’s return and this year’s forms: W-2s, 1099s, 1098s, K-1s, and records of income and expenses for any business or rental. The tax checklists list them in detail.
I’m in the Military. Which State Do I File In?
It depends on your state of legal residence, which usually does not change with a PCS move. Federal law also protects a military spouse’s residency in many cases. Texas has no state income tax, but your home state may. Jessica reviews your situation before preparing your returns.
Can You Fix a Return I Filed Myself?
Yes. Jessica amends prior-year returns no matter who prepared them. An amended return is priced the same as preparing that return.
Do I Need to Meet in Person?
No. Most clients work with Jessica through a secure virtual process, with phone or video meetings and SmartVault for documents.
What If I Get an IRS Letter After Filing?
Do not ignore it. Jessica offers a flat $250 first notice review, completed within 3–5 business days.
RELATED READING
Articles on Individual Returns
The new 1099-K threshold, Schedule 1-A deductions, crypto Form 1099-DA, and estimated tax safe harbors.
Why to file first even if you can’t pay, how penalties and interest add up, unfiled years, and payment plans.
What a 2026 undercover study found, the IRS checklist, credential lookups, and who can represent you before the IRS.
READY TO TALK
Start With a 15-Minute Fit Call
Tell Jessica what you need and when you need it. The complimentary 15-minute call helps determine whether the work fits the firm’s services and schedule. If it does, Jessica will explain the secure next step and prepare a written proposal.
Please do not send tax returns, Social Security numbers, employer identification numbers, bank statements, payroll records, IRS notices, or other confidential documents through the public website form or regular email.