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Individual Tax Preparation – Maximizing Your Refund, Minimizing Stress

Personal Tax Prep Tailored to You

Whether you have a straightforward W-2 return or multiple income streams, our individual tax preparation services in Winter Park are designed to fit your situation. We handle all types of Form 1040 filings – from first-time filers and families with dependents to retirees, investors, and those with side gigs. Our goal is simple: make tax season stress-free while ensuring you receive every deduction and credit you’re entitled to.

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See Clearly, Save Confidently

What We Do for Individual Filers

We take a thorough, step-by-step approach to your tax return:



  • Review your income documents (W-2s, 1099s, Social Security statements, and more)

  • Identify and apply all eligible deductions and credits

  • Prepare and e-file your federal return (and state if applicable) accurately and on time

  • Set up direct deposit for faster refunds

Provide advice on tax-saving strategies for next year, like adjusting withholdings or making IRA contributions. We double-check every return to minimize errors and reduce the risk of IRS notices.

Specialized Knowledge – From Simple to Complex

 Our team is experienced in a wide range of personal tax situations:



  • Retirees: Navigating Social Security taxation and required minimum distributions

  • Families: Maximizing the Child Tax Credit, Child Care Credit, and education credits

  • Investors: Reporting stock sales, real estate transactions, or rental income accurately

Self-Employed & Side Gigs: Handling Schedule C filings, business deductions, and gig economy income


Whatever your circumstances, we tailor our approach to make sure nothing is overlooked.

Amended Returns & Past Year Reviews

If you’re unsure whether last year’s return was done correctly, we can help. We’ll review your past filings for missed deductions or errors and file an amended return if needed – potentially putting extra money back in your pocket.

Pricing and Convenience

Our pricing is transparent and based on the complexity of your return – no surprise fees. We offer in-office appointments in Winter Park, secure virtual filing, and convenient drop-off service. You choose the method that works best for your schedule.

Why Choose Living Tree for Your Taxes?

We’re here year-round – not just during tax season – so you can reach out any time with questions. Our combined expertise in taxes and insurance means we understand how things like ACA health forms, HSAs, and retirement accounts impact your return. And unlike national tax chains, you’ll work with the same dedicated preparer who gets to know your situation year after year.

Frequently asked questions

Individual Tax Preparation FAQs

  • What documents do I need to bring for tax prep?

    Typically, W-2s, 1099s, Social Security statements, last year’s tax return, and receipts or records for deductions like mortgage interest, property taxes, and charitable donations.


  • Can you help if I have multiple income sources?

    Yes – we handle wages, investments, retirement income, rental properties, and self-employment income.


  • How long does it take to file my return?

    Most returns are completed in a single appointment once we have all your documents, with e-filing for faster refunds.

  • Do you offer virtual tax preparation?

     Yes – you can securely upload your documents online and review your return with us by phone or video call.


  • Can you review my past returns for errors?

    Absolutely – we’ll check for missed deductions or credits and file an amended return if it benefits you.

Get Started – Easy Tax Filing

Get Covered

Ready to file? Contact us to schedule your individual tax preparation appointment. We’ll give you a checklist of documents to bring and guide you through every step, so you can file with confidence and keep more of your hard-earned money.

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