Individual Tax Preparation Services, Delivered Entirely Online
Tax preparation should give you confidence that your return is accurate, complete, and filed correctly.
Simplicity Financial provides remote individual tax preparation services for individuals, families, clergy members, business owners, and professionals throughout Southern California and
nationwide. Every return is reviewed by Shaun Glenn, CPA, MSA, MST.
Personal Tax Preparation Without the Stress
Tax situations often become more complicated as your income, family, investments, or business interests change. Working with a CPA can help you understand what information is required, avoid common filing errors, and make sure eligible deductions and credits are properly considered.
Simplicity Financial handles the preparation and review process entirely online. You can securely provide your documents, communicate with your CPA, and complete your return without visiting an office.
Individual Income Tax Returns
Simplicity Financial prepares federal and applicable state income tax returns for individuals and families.
Each return is reviewed for accuracy, completeness, and opportunities that may apply to your specific situation.
Tax Preparation for Clergy and Ministers
Clergy taxes involve rules that many general tax preparers rarely encounter. Ministers may be treated as employees for federal income tax purposes while being considered self-employed for Social Security and Medicare taxes.
Simplicity Financial understands clergy compensation, housing allowances, SECA obligations, estimated tax payments, and ministry-related income and expenses.
Tax Preparation for Business Owners
Business ownership can affect your personal return in several ways. Income from a sole proprietorship, partnership, LLC, or S corporation may flow through to your individual tax return.
Simplicity Financial helps business owners bring these pieces together so their personal and business tax information is reported consistently.
Multi-State and California Tax Returns
Living in one state, working in another, moving during the year, or earning income from multiple states can create additional filing requirements.
Simplicity Financial prepares California and applicable multi-state returns based on each client’s circumstances.
What Is Included in Individual Tax Preparation?
Your tax preparation service will be based on the complexity of your return and may include:
- Federal individual income tax return preparation
- Wage and self-employment income reporting
- Clergy compensation and housing allowance review
- Rental property income and expenses
- Applicable tax credit review
- CPA review before filing
- California and other applicable state returns
- Business and pass-through income reporting
- Investment and retirement income reporting
- Itemized deduction review
- Estimated tax payment guidance
- Electronic filing when available
Expertise Built for Specialized Organizations
Shaun Glenn, CPA, MSA, MST, brings credentials and experience directly related to the organizations Simplicity Financial serves.
His background includes former C-suite financial roles with nonprofit and for-profit organizations and more than 15 years dedicated to church and nonprofit finance. His areas of experience include fund accounting, restricted contribution tracking, multi-campus reporting, multi-entity structures, Form 990 preparation, UBIT analysis, clergy compensation, and California property tax exemptions.
Simplicity Financial works with QuickBooks Online and Sage Intacct, two platforms that can support the accounting and reporting requirements of nonprofits, churches, schools, and growing businesses when they are configured and managed correctly.
What Is Included in Outsourced Controller Services?
Your scope of service will be tailored to your organization and may include:
- Monthly close management
- Income statement and balance sheet preparation
- Board and finance committee reporting packages
- Internal control design and oversight
- Audit preparation and communication with auditors
- Account reconciliations
- Budget-to-actual reporting
- Fund accounting and restricted fund tracking
- Payroll and accounts payable workflow oversight
- Budgeting support and variance analysis
Who Needs an Outsourced Financial Controller?
Step 1
Start With a Conversation
Shaun will learn about your organization, current accounting process, reporting requirements, and the challenges your team is experiencing.
Step 2
Gather Your Documents
Simplicity Financial provides guidance on the documents needed to prepare your return. You can submit everything securely online.
Step 3
Prepare and Review Your Return
Step 4
Approve and File
More Than Filing a Tax Return
Professional tax preparation is not only about completing forms. It is also an opportunity to identify issues that could affect future tax years.
Depending on your circumstances, Simplicity Financial can help you understand estimated tax payments, withholding considerations, recordkeeping needs, and financial changes that may require additional planning.
Tax planning recommendations are based on your individual situation and may require a separate engagement from annual tax preparation.
Common Questions About Individual Tax Preparation
Who can use your individual tax preparation services?
Simplicity Financial works with individuals, families, clergy members, self-employed professionals, and closely held business owners. Services are available remotely throughout Southern California and nationwide.
Do I need to live in California?
No. Simplicity Financial is based in Eastvale, California, but provides individual tax preparation services remotely to clients across the country. Availability may depend on the states involved and the complexity of the return.
Can you prepare clergy and minister tax returns?
Yes. Shaun has more than 15 years of experience in church and nonprofit finance. Simplicity Financial understands clergy housing allowances, SECA obligations, estimated tax payments, and the unique tax treatment that may apply to ministers.
Can you prepare both my business and personal tax returns?
Yes. Simplicity Financial can prepare business and individual returns when both services are included in the engagement. Coordinating the returns helps ensure business income and other related information are reported consistently.
Do I need to have my documents organized before contacting you?
Can everything be completed online?
Yes. Documents, communication, review, signatures, and filing can generally be
handled remotely through secure online systems.
How much does individual tax preparation cost?
What happens if I have not filed for several years?
Simplicity Financial can review your filing history and help determine which returns may need to be prepared. If you also have unpaid taxes, penalties, or IRS notices, additional tax resolution support may be recommended.
Get Help With Your Individual Tax Return
Take the uncertainty out of tax preparation. Work with a CPA who will help
organize your information, prepare your return, and explain the process
clearly.
Based in Eastvale, California. Serving clients remotely throughout Southern California and nationwide.
Phone: (951) 444-1895