A woman meeting with an accounted at Simplified, shaking hands.

Individual Tax Preparation

We've been building professional friendships and helping individuals make smart choices about their tax and related financial planning for over 75 years. We hope to make our service convenient, efficient, and painless (mostly). If you own a business or your personal taxes are complex, you'll have access to the expertise of eight CPA's. Or, if your situation is simple, you won't pay for services you don't need! Our prices are locally and nationally competitive.

We offer many options to keep you comfortable during your tax preparation process...

  • Drop Off 
    • All offices have exterior secure dropboxes to receive your information at your convience
    • Drop Off style is recommended for contactless preparation 
    • Drop Off style can still request a specific Tax Professional
    • Drop Off style is a lower cost solution to you as it does not require a specifc appointment with our Tax Professionals
  • Mail In 
    • You can mail your tax information directly to any of our eight offices
    • Mail In packets can still request a specific Tax Professional
    • If you've mailed information to us in the past, please consider our Secure Upload option for a faster solution
  • Make an Appointment (in office)
    • Every Simplified location offers individual tax offices for private and confidential tax meetings
    • When visiting our offices, please be aware that facial coverings are required inside the building
    • To coordinate an appointment time that best works for you, please call your preferred office or email us!
  • Make an Appointment (virtual)
    • We are adapting to contactless methods as best as possible
    • If your situation requires a virtual meeting, please call our main office to discuss you options

Appointments are available beginning mid January. Do you have your tax documents ready?