Individuals & families

We prepare federal, Ohio, school district, and city income tax returns for individuals and families around Springfield and Urbana, including city returns filed through RITA (Springfield, Urbana, and other RITA cities) and CCA.

If you're getting ready for the 2027 filing season — that's your 2026 tax year — just call or text us and we'll get you on the schedule.

Common situations we help with

Here are some of the situations we see most often:

• W-2 households who need federal, Ohio, school district, and city returns filed together
• Families with children, childcare costs, or college expenses
• Retirement, Social Security, interest, dividends, or stock-sale income
• A regular job plus some 1099 or side-work income
• Comparing married filing jointly and married filing separately, when both are an option.
• Personal tax planning during the year, not just at filing time
• Prior-year or amended returns
• Help reading an IRS, Ohio, or city letter about a return we prepared for you. If the matter goes beyond that, we'll tell you when someone else needs to be involved.

What to bring, and what to expect

You can come in for an appointment, drop your documents off, or upload them through our Client Portal. We'll spend your appointment time on the return, so it helps to have everything together ahead of time.

• A photo ID, and Social Security cards or ITIN letters for you, your spouse, and any dependents
• Bank routing and account numbers if you want your refund deposited
• W-2s, 1099s, and K-1s, plus records for any other income that didn't come on a form
• Anything from our Your Visit list that applies to you, such as childcare, tuition, mortgage interest, or health insurance forms

New clients can start with the New Client Organizer on our Forms page. The full checklist lives on Your Visit.

This is general information, not advice for your specific situation. Tax rules change. Call or text us if you're not sure what applies to you.