At Pivotal Tax & Accounting LLC, we believe tax preparation is more than just entering numbers into software. It's about understanding your unique financial journey. We take the time to delve into your income sources, deductions, investments, retirement plans, self-employment activities, and family circumstances to ensure a comprehensive and accurate return.
Unlike larger firms, you work directly with a CPA. This means consistent communication and a deep understanding of your financial needs, avoiding the frustration of being passed between multiple contacts.
Who We Help
Pivotal Tax & Accounting prepares individual tax returns for clients throughout Southern Indiana and the Louisville area, from straightforward W-2 returns to more complex self-employed and multi-state situations.
Individuals & Families
Self-Employed & Investors
Complex & Multi-State Filers
From simple W-2 filers to complex family structures, we ensure your personal tax preparation is accurate and optimized for your household.
Specialized support for independent contractors, Schedule C filers, and individuals with investment income, including capital gains and losses.
Expert guidance for those with multiple income sources, multi-state returns, or other intricate tax situations requiring a seasoned CPA.
Individual Tax Returns We Prepare
Our expertise covers a wide array of individual tax returns and common situations, ensuring comprehensive coverage for your needs. This may include:
• Form 1040
• Social Security income
• W-2 and 1099 income
• Itemized deductions
• Schedule C self-employment income
• Dependents and family-related tax considerations
• Interest and dividends
• Indiana individual tax returns
• Capital gains and losses
• Applicable local tax returns
• Retirement income
• Multi-state returns
• Prior-year or amended returns when appropriate
• Cryptocurrency gains and losses
Schedule Consultation
Provide Your Documents
Your CPA Prepares Your Return
Review & File
Discuss your tax situation and needs.
Submit tax documents securely through the firm's client portal, by mail or in-person.
The return is prepared and reviewed for accuracy.
Review the completed return, ask questions and approve for electronic filing of the return(s).
Frequently Asked Questions
How much does individual tax preparation cost?
Pricing depends on the complexity of the return, the number of forms required, research involved and any external costs. A typical individual return with W-2s, 1098/1099s and one state return generally ranges from $325–$550+. More complex returns may cost more.
Do we need to meet in person?
No, as a fully virtual CPA firm, we have the tools and technology to perform all services remotely and securely including video conferencing, document collection and electronic signatures. If you are local and prefer to meet in person we can schedule an appointment.
Do you prepare returns for self-employed individuals?
Yes. We prepare tax returns for self-employed individuals, including returns involving Schedule C business income and expenses.
Do you prepare multi-state returns?
Yes, we can prepare multi-state returns. We help clients navigate tax situations who live and work in different states and have multi-state filing needs.
Can you help with tax planning?
Yes. We can assist with tax planning, including calculating estimated tax payments, evaluating withholding and running tax scenarios based on your individual situation.
Can you prepare prior-year or amended returns?
Yes, we can assist with amending or preparing prior-year returns. If you have missed some tax filings, would like a review of a previous return, or need errors corrected we can perform those for you.
