CCLG Tax Orlando services
Individual Tax Preparation in Orlando, FL
Tax return preparation for individuals and families, with a careful review of the income, deductions, and credits that apply to your situation.
Who this service is for
- Individuals and families with W-2 employment income
- Households with dependents, education costs, or childcare expenses
- Taxpayers with investment or retirement account income
- People with a side income alongside their regular job
- New filers who want to understand their return, not just sign it
What the service includes
What we work on together.
- Preparation of your federal individual income tax return
- Review of income documents: W-2s, 1099-INT, 1099-DIV, 1099-B, and similar forms
- Evaluation of deductions and credits where they may apply to your facts
- Dependent, education, and childcare-related tax items where eligible
- E-filing and confirmation that your return was accepted
- Answers to your questions about the return, in plain English
Common problems
What this helps address.
Situations clients bring to us most often.
- Life changes — a new job, marriage, a new baby, a home purchase — that raise filing questions
- Multiple income sources and uncertainty about which documents matter
- Not knowing whether a deduction or credit applies to your situation
- A prior year that was never filed or a return that may need correcting
- Wanting a preparer who explains the return rather than rushing it
What clients may need to provide
Every situation is different, and we will confirm the exact list for yours. In general:
- Photo ID and Social Security or ITIN numbers for you, your spouse, and dependents (shared securely, not through the website form)
- Prior-year federal (and state, if applicable) tax return
- All income documents received for the year (W-2s, 1099s, and similar)
- Records of deductible expenses, education costs, or childcare payments
- Health insurance coverage information (Forms 1095-A/B/C, if received)
- Bank account and routing number for direct deposit or direct debit
Please do not send Social Security numbers, full tax returns, or bank details through the website form. We will tell you how to share documents securely once your request is received.
How it works
The engagement process.
Share your situation
Tell us about your filing situation through the contact form or by phone.
Confirm scope and fee
We confirm what the return involves and the fee before preparation begins.
Gather your documents
Use our checklist so nothing is missing when preparation starts.
Review and file
We review the return with you, then e-file and confirm acceptance.
Service FAQs
Questions clients ask.
Do you only prepare simple returns?
Can I file if I am missing a form?
What if I also have 1099 income?
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Request a quote or ask a question.
Tell us what you need. We will explain the next step and the documents that apply to you.