Personal & small-business tax preparation
Accurate. Reliable.
Trusted.
Honest, straightforward tax help — clear communication, pricing agreed up front, and a relationship that lasts past April. Fully online, by appointment, serving all 50 states.
From $250 · First consultation free · All 50 states
Credentials & registrations
Licensed, registered, and accountable
Paid tax preparation is regulated work. Here is exactly what stands behind your return.
IRS Registered Tax Preparer
Every return is prepared and filed under a current IRS Preparer Tax Identification Number — required by the IRS of every paid tax preparer.
PTIN P02358626
CTEC Registered Tax Preparer (CRTP)
Registered with the California Tax Education Council, which requires annual continuing education, a background check, and a surety bond.
CRTP A320611
Registered Tax Return Preparer
Passed the IRS Registered Tax Return Preparer competency examination covering Form 1040 preparation, ethics, and preparer responsibilities.
Credential and registration numbers appear on every filed return and are available on request.
What we do
Services built around real situations
Individual Tax Preparation
Your federal and state income tax returns, prepared and filed accurately.
What’s includedSmall Business & Self-Employed
Schedule C, 1099 income, and small-business returns done right.
What’s includedAmendments & Prior-Year Returns
Fix a past return or file a year you missed.
What’s includedIRS Notices & Support
Got a letter from the IRS or your state? Don't panic — bring it here.
What’s includedWho you’re working with
A preparer who actually knows you
Marshay's Tax Preparation Services was built on a simple idea: tax preparation should be clear, honest, and unrushed. Straightforward answers, a price quoted before any work begins, and someone who’s still here after filing season ends.
We work with individuals and small-business owners across the country — W-2 families, the self-employed, people catching up on a missed year, and anyone facing a letter from the IRS.
More about the practiceHow we work
- IRS PTIN-registered preparer
- Encrypted client portal for documents
- Pricing agreed before any work begins
- Year-round support, not just tax season
How it works
Three steps, start to filed
Book an appointment
Pick a time that works for you. Your first consultation is complimentary.
Upload your documents securely
You get a private portal with encrypted upload and storage. No email attachments, no paper drop-offs.
Review, approve, and file
We prepare your return, walk you through it, and file once you're comfortable. Then we're here all year.
Get ready
Documents to gather before we start
The single biggest thing that slows a return down is missing paperwork. Gather what applies to you before we start and upload it to your portal in one batch.
Identity
- Photo ID for you (and your spouse, if filing jointly)
- Social Security or ITIN numbers for everyone on the return, including dependents
- Last year's tax return, if we didn't prepare it
- Your bank routing and account number for direct deposit
Income
- W-2s from every employer
- 1099-NEC / 1099-K / 1099-MISC for self-employment or gig work
- 1099-INT, 1099-DIV, 1099-B for interest, dividends, and investment sales
- 1099-G for unemployment or a state refund
- 1099-R and SSA-1099 for retirement and Social Security
- Records of any other income (rental, cash, hobby, crypto)
Adjustments, credits, and deductions
- 1098 for mortgage interest; property tax records
- 1098-T and 1098-E for tuition and student loan interest
- Childcare provider name, address, tax ID, and amount paid
- Health insurance Form 1095-A if you bought coverage through the marketplace
- Charitable donation receipts
- IRA or HSA contribution records
If you're self-employed
- Total income received
- Expense totals by category (supplies, software, phone, travel, etc.)
- Mileage log or total business miles
- Home office square footage, if you use one
- Records of any estimated tax payments you made
Already filed? Check your refund status
Refund timing is set by the IRS and the state, not by us — check either tool any time for the latest status.
No hidden fees, no complicated jargon, no rushed sessions — just honest, straightforward help with your taxes.
The standard we hold ourselves to
Ready when you are
New client or returning — start online in a few minutes. Questions first? Book a complimentary consultation and we’ll talk it through.
Prefer to talk? Call 951-772-7329