Direct SupportAccepting Individual & Business Tax Clients
Individual & Family Tax Services

Personal Tax Preparation Grounded in Care & Precision.

Filing your personal taxes shouldn't feel stressful or impersonal. We sit down with your documents, listen to your life changes, and prepare your return with thorough diligence.

Why Work With Us

More Than Just Plugging Numbers Into a Software Screen

Every tax year brings changes: changing jobs, getting married, having children, buying a house, or starting freelance work. Off-the-shelf software doesn't always ask the right follow-up questions.

At Kallon's Tax Services LLC, we review your records individually. We ask questions to uncover valid deductions and credits you might qualify for, ensuring your returns are complete, compliant, and submitted on time.

Direct personal communication with your preparer.
Multi-state personal return handling for relocations.
Clear filing copies and safe electronic submission.
Individual reviewing tax folders with advisor
Ready to file?
Organized Checklists Available
(346) 637-5099
What We Handle

Individual Filing Areas We Support

We handle simple and multi-layered individual tax returns with equal dedication.

01

W-2 & Wage Filers

Accurate input and verification of multiple employers, withholding reconciliations, and state allocations.

02

1099 & Independent Contractors

Deducting valid mileage, equipment costs, home office portions, and organizing freelance cash flow records.

03

Family & Child Tax Credits

Maximizing eligible Child Tax Credit, Child and Dependent Care expenses, and Earned Income Tax Credit parameters.

04

Education & Tuition Costs

Reviewing Form 1098-T entries, student loan interest adjustments, and American Opportunity / Lifetime Learning credits.

05

Itemized vs. Standard Analysis

Side-by-side calculation of state and local taxes (SALT), mortgage interest, and charitable donations against standard deductions.

06

Prior-Year Review & Amendments

Catching up on past-due returns or filing Form 1040-X amendments when previously submitted returns missed key deductions.

Preparation Checklist

What Documents to Have Ready

Gathering these items before our consultation speeds up your filing and ensures nothing is missed:

Government-issued photo identification & Social Security Numbers / ITINs
All W-2 forms from current and previous year employers
1099 statements (1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-K)
Mortgage interest (Form 1098), property tax records, and charitable donation logs
Daycare/childcare provider statements including tax ID and amounts paid
Copy of prior year federal and state returns (if available)