More than one source of income
A W-2 job plus contract work, a side business or freelance income.
INDIVIDUAL TAX SERVICES
Tax preparation and planning for individuals and families
Based in Philadelphia, Pennsylvania. Serving clients nationwide.
For people whose taxes have gotten more complicated than a single W-2. Shawn prepares your return, helps you plan ahead and answers your questions during the year.
WHO THIS IS FOR
Situations we help with
Self-employment and 1099 income
Income with no tax withheld, estimated payments and business expenses.
Income in more than one state
You moved during the year, work remotely for an out-of-state employer or take assignments in other states.
Rental property and investments
Rental income, investment sales and other income beyond a paycheck.
A big change this year
A new job, marriage, a new child, buying or selling a home or retirement.
WHAT WE DO
Two ways we help
Tax preparation
Shawn prepares your federal and state returns, including returns in more than one state when your income calls for it. You'll know what's on your return and why before it's filed.
Tax preparationTax planning and projections
A projection estimates what you'll owe for the year while there's still time to act on it. It's most useful when your income has changed or you're weighing a big decision.
Tax planning and projections
Are you a CRNA?
W-2 and 1099 income, multiple states and contract work are common for CRNAs. See how Southpaw helps.
CPA services for CRNAsCOMMON QUESTIONS
Questions about individual tax services
Do I need a CPA for my personal taxes?
If you have one W-2 and a simple return, you may not. Once you add contract income, a business, rental property, more than one state or a big life change, a CPA can help you file correctly and plan ahead.
Should I be making estimated tax payments?
If you earn income with no tax withheld, like 1099 or business income, you may need to. A tax projection shows whether you should and about how much.
Do you work with people outside Philadelphia?
Yes. Southpaw is based in Philadelphia and serves clients nationwide. You do not need to live in Pennsylvania to work with Shawn.
How much does it cost?
It depends on your situation and the work involved. Shawn will go over the fee during your free consultation.
Get help with your personal taxes
Request a free consultation and tell us a little about your situation.