What to gather before your tax preparation appointment
Prepare for a productive tax appointment with organized income records, tax payments, life changes, and a list of missing documents.
Read the guideFor individuals
Individual tax preparation
Personal tax return preparation with careful attention to your income, deductions, and credits.
Support shaped around your needs.
Your return should reflect your situation. RH and Associates provides individual tax preparation, including federal returns and applicable state filings, with a focus on understanding the details behind the numbers.
Who this service is for
Individuals seeking professional help with their tax return, including those with additional income sources or itemized deductions.
How we can help
Your income and documents
We review the information needed to prepare your return and discuss details that may need clarification.
Deductions and credits
We consider the deductions and credits relevant to the information you provide and your filing circumstances.
Preparation and filing
We prepare your return and explain the steps for review and electronic filing.
A common question
Do you prepare both federal and state tax returns?
Yes. Individual tax preparation includes federal Form 1040 preparation, with state return preparation and e-filing where applicable. We confirm the required filings and service scope with you.
Let’s start with your situation.
Tell us the tax year you need help with and whether your return includes income beyond wages. We’ll explain what is needed to begin.
Serving the Greater San Francisco Bay Area from San Jose. In-person meetings by arrangement; Monday–Friday, 8 a.m.–6 p.m. Pacific.
We’ll discuss the scope, fees, and next steps before work begins.
Contact RH and AssociatesGuides for your next step.
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Prepare for a withholding or estimated-tax discussion when income, employment, business activity, or other circumstances change.
Read the guideMore ways we can help.
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Professional support when an IRS letter, audit, or unresolved tax matter needs your attention.
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Financial leadership for your business, with CFO support focused on the decisions and priorities that matter to you.
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