Individual Tax Preparation

Income Tax Preparation and Planning

AI Tax Consulting PLLC provides individual tax preparation and tax planning services to clients throughout Northern Virginia and nationwide. Whether your return is straightforward or involves multiple sources of income, investments, rental properties, multi-state filing requirements, or other tax considerations, we provide personalized CPA service based on your individual circumstances.
We prepare federal and state individual income tax returns with attention to accurate reporting and applicable deductions and credits. Clients work directly with Assel Ibrayeva, CPA, and have access to a secure client portal for exchanging documents, reviewing completed returns, and completing the filing process.
Tax needs can extend beyond preparing an annual return. When appropriate, tax planning can help you understand how changes in income, investments, business activity, withholding, estimated tax payments, or other circumstances may affect your taxes. We work with you to identify relevant tax considerations and planning opportunities throughout the year.

Individual tax preparation in Stafford County, Virginia AI TAX CONSULTING PLLC | CPA Firm in Northern Virginia

Individual Tax Preparation Services in Northern Virginia & Nationwide

  • Individual Tax Returns (Form 1040): Preparation of federal and state individual income tax returns for a wide range of filing situations, from straightforward returns to those involving multiple income sources, investments, rental properties, or other tax considerations.
  • Amended Tax Returns (Form 1040-X): Preparation of amended federal and state tax returns when previously filed returns need to be corrected or updated.
  • Military Tax Returns: Tax preparation for service members, veterans, and military families, with consideration of military-specific income, benefits, residency, and state tax issues.
  • Multi-State Tax Returns: Preparation of individual income tax returns involving income, residency, or filing requirements in more than one state.
  • Equity Compensation & Stock Options: Tax preparation and reporting for RSUs, ISOs, NSOs, ESPPs, stock options, and related stock transactions, including consideration of cost basis and applicable tax treatment.
  • Investment & Rental Income: Tax reporting for investment activity, capital gains and losses, rental properties, and other investment-related income.
  • Cryptocurrency & Digital Assets: Tax reporting assistance for cryptocurrency and other digital asset transactions based on client-provided records and transaction information.
  • International Tax & Foreign Reporting: Tax preparation and reporting assistance for U.S. taxpayers with foreign income, foreign financial accounts, or other international tax matters, including applicable foreign income reporting, foreign tax credits, FBAR, and Form 8938 requirements.
  • U.S. Nonresident Alien Income Tax Returns (Form 1040-NR): Preparation of U.S. income tax returns for nonresident taxpayers with U.S. tax filing requirements.
  • Delinquent Tax Returns & Back Taxes: Assistance with preparing unfiled prior-year tax returns and addressing related federal or state tax obligations. When appropriate, we can also help evaluate available options for resolving outstanding tax balances.

Individual Tax Services & Support

  • Tax Return Preparation: Preparation of federal and applicable state individual income tax returns based on your filing requirements and circumstances.
  • Prior-Year Return Review: New clients are generally asked to provide their most recently filed tax return for continuity and relevant carryforward information. Review of additional prior-year returns is available as a separate service when needed.
  • Electronic Filing (E-file): Completed federal and applicable state returns can be electronically filed after required authorizations are received.
  • Tax Planning: Separate tax planning services are available for clients who want to evaluate withholding, estimated tax payments, investments, business activity, equity compensation, or other tax considerations during the year.
  • IRS & State Tax Assistance: Separate assistance and representation services are available for tax notices, correspondence, audits, and other federal or state tax matters.

Tax Planning and Consulting Services

Tax planning is a separate service that can be useful when your financial circumstances change during the year rather than waiting until it is time to prepare your tax return. Changes in income, investments, equity compensation, self-employment or business activity, retirement distributions, withholding, estimated tax payments, or other circumstances may affect your overall tax situation.
AI Tax Consulting PLLC provides personalized tax planning based on your individual circumstances. Depending on your needs, planning may include reviewing projected income, evaluating withholding and estimated tax payments, considering the tax effects of investment or business decisions, and identifying applicable deductions, credits, or other tax considerations.
For clients with stock-based compensation, investment activity, multi-state income, rental properties, business income, or other changing circumstances, planning can also help identify potential tax consequences before transactions or year-end rather than after the tax year has already closed.
The goal is to help you understand your tax position, consider available options, and make informed decisions throughout the year.

AI TAX CONSULTING PLLC - LICENSED NORTHERN VIRGINIA CPA FIRM

File with confidence. Plan ahead with personalized tax preparation and planning.

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