Individual Tax Services. Personalized for You.

Tax Preparation, Planning, and Year-Round Support.

Taxes aren’t just a once-a-year concern. Lacey Tax & Accounting Services provides individual tax preparation, planning, and support to help you stay organized, understand your tax situation, and make informed financial decisions throughout the year.

Individual Tax Services

Individual Tax Preparation
Preparation and filing of federal and state income tax returns.

Tax Planning
Year-round strategies to help minimize tax liabilities and prepare for future tax obligations.

Tax Return Review
Review of prior-year tax returns to identify potential missed deductions, credits, or other opportunities.

Amended Returns & Filing Extensions
Corrections to previously filed tax returns and preparation and filing of federal and state extensions.

IRS & State Notice Assistance
Assistance with understanding and responding to IRS and state tax notices and correspondence.

Investment, Rental & Retirement Tax Reporting
Tax reporting for investments, tax preparation and planning for rental property owners, and guidance on tax considerations related to retirement income and Social Security benefits.

What’s Included - Every individual tax return includes:

Federal Income Tax Return Preparation
Preparation and filing of your federal income tax return.

One State Income Tax Return
One state income tax return is included.

Electronic Filing
Electronic filing of your completed return.

Secure Digital Delivery
Your completed return is delivered digitally through the secure client portal.

Additional Filing & Service Fees - Some returns may require additional filing or processing services:

Additional State Returns — $75 each
Additional state returns are $75 each to prepare and file.

Extension Filing — $50 for Federal + 1 State
Includes preparation and filing of a federal extension and one state extension. Additional states are extra to prepare and file.

Paper Document Processing — Starting at $100
A paper document processing surcharge applies. This fee can be avoided by uploading documents through the secure client portal.

Printed Return — $15
A printed copy of your completed return is available upon request. Returns are otherwise delivered digitally through the secure client portal.

Personalized tax expertise that works for you.

Contact Us

Individual & Family Taxes Frequently Asked Questions

  • Provide all official tax documents received during the year — W-2s, 1099s, mortgage interest statements, investment statements, retirement income, and any other relevant records. New clients should also provide their most recently filed return and complete our tax organizer.

  • Don't ignore it — send us a copy as soon as possible so we can review it and respond by the deadline. Many notices are resolved without major issues; fees may apply depending on complexity.

  • If an error or omission is discovered, an amended return may be needed depending on what changed. We can review and advise.

  • You do not need to wait until you have all of your tax documents. Send your documents as soon as you have them — earlier submission means more time to catch issues before the deadline.

  • Depends on the document and situation — generally, as long as needed to substantiate what's on the return; employment tax records at least four years. IRS standard is 7 years.

  • It informs carryovers, depreciation, estimated payments, basis, and other items affecting the current year.