Tax Services

Individual Tax Preparation Services

Personal tax returns prepared and reviewed by a CPA - from straightforward W-2 filings to multi-state and equity-comp situations.

What's included

  • Federal and state individual returns
  • Multi-state and part-year residency
  • Equity compensation (RSU, ISO, NSO)
  • Schedule C and rental property returns
  • Year-round tax-planning touchpoints

Industries we serve

We bring sector-specific experience to every engagement.

Why choose Efficacité

CPA-reviewed - every return, every year

Year-round access, not just January–April

Secure document portal

Frequently asked questions

The questions clients ask most before they engage us.

Ready to talk about individual tax preparation?

A 30-minute call with a senior advisor - no obligation, no slide deck.

Related services

Get in touch

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