Personal Tax Services
Individual Tax Preparation
Expert tax preparation for individuals and families with complex financial situations.
Peace of Mind at Tax Time
Tax laws change every year, and software can only do so much. At Novicta Tax, we provide a human touch combined with expert knowledge to ensure your tax return is accurate and optimized.
Whether you are a W-2 employee with a side hustle, a retiree managing distributions, or an investor with a diverse portfolio, we have the expertise to handle your unique situation. We look for opportunities to save you money that automated software often misses.
We Handle:
- W-2 Income & Withholding Analysis
- Schedule C (Sole Proprietorships)
- Schedule E (Rental Properties)
- Stock Sales & Capital Gains
- Foreign Tax Credits & Exclusions
- HSA/FSA Contribution Optimization
- Crypto-currency Transactions
- RSUs & Employee Stock Options
- Multi-State Tax Returns
- Retirement Distributions & Rollovers
- Gift Tax Returns (Form 709)
- Education Credits & Savings (529 Plans)
Why Choose Novicta Tax?
Complex Situations
We specialize in complex returns involving RSUs, stock options, crypto-currency, rental real estate, and multi-state income.
Personal Attention
We take the time to understand your life changes—marriage, children, home buying—to ensure you get every deduction you deserve.
Future Planning
We don't just look back. We help you adjust your withholding and estimated payments to avoid surprises next year.
What Our Clients Say
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Don't Leave Money on the Table
Let a professional ensure you get the maximum refund possible.
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