Menu
Your return.
Your questions answered.
Help with your federal and state income tax returns, clear answers to your questions, and an easy way to securely share documents.
Life changes.
Your tax return can, too.
Marriage, kids, a new job, investments, retirement, or other changes can make your tax return more complicated. We can help you sort through it.
Behind on filing, missing a few documents, or unsure where to start? You can still start with a conversation. We’ll help you understand the next steps without the judgment.
- Wages, retirement income, and investments
- Self-employment and rental activity
- Partnership and S-Corporation (K-1)
- Income or filing requirements in multiple states
- Tax planning questions and estimated payments
From first hello to filing.
Tell us about your return.
Let us know the tax year, the states involved, and the main types of income on your return.
Book an Individual Tax Appointment ↗Securely share documents.
Once we agree to work together, we’ll show you how to securely share your documents and let you know what we need.
Client Portal ↗Review. Ask. File.
We’ll prepare your return, answer your questions, and walk you through reviewing and approving it before we file.
Questions about the process? ↗A fee that reflects
your actual return.
Individual tax preparation is quoted based on the forms, states, and complexity involved. Tell us a little about your situation so we can explain pricing before you commit.
Do I need an appointment to get started?
Book a free Individual Tax Preparation Appointment. We’ll meet on Google Meet to learn about your return and explain the next steps.
Can I work with Midwest if I’m not local to the St. Louis area?
Yes. Our virtual setup lets us meet with you anywhere and share documents securely. We can serve you whether you’re next door or in a different time zone.
Should I email my tax documents?
Please use the secure client portal for tax documents and sensitive information. For our first conversation, just tell us a little about what you need help with.
We will not accept any tax documents sent via email.
What if I also own a business?
Choose Business Appointments if you need ongoing bookkeeping, a separate business return, or help with both business and personal taxes. For help with only your personal return, choose Individual Tax Preparation Appointments.
“…their team is incredibly knowledgeable and happy to answer any questions you might have (even if you feel a little silly asking them, haha).”