Individual Tax Preparation

Straightforward, accurate tax preparation for individuals and families in Blaine and the Twin Cities — from someone with over 16 years of experience who actually reviews your return.

Who We Help

  • Individuals and families filing federal and Minnesota state returns

  • Clients with a mix of W-2 income, investments, and rental property

  • Anyone who’s outgrown DIY tax software and wants a CPA reviewing their return

  • Clients needing prior-year amendments or corrections

Services

  • Individual tax preparation — Form 1040, Minnesota state returns, itemized deductions

  • Investment income reporting — capital gains, dividends, interest

  • Rental property (Schedule E)

  • Tax planning — mid-year projections, quarterly estimated tax guidance, withholding adjustments

  • Prior-year amendments — corrections to returns filed elsewhere

What to Expect

  1. A quick intake conversation to understand your situation and quote a fee upfront

  2. Secure document upload through our client portal — no need to come into an office

  3. Preparation and review with direct CPA oversight

  4. E-signature and e-file once you’ve reviewed and approved everything

A Note on Timing

Egan Tax’s core specialty is US expat and international tax, which runs year-round. Individual tax preparation is available primarily during the standard January-April tax season — reach out early to make sure there’s room on the calendar.

Schedule a Consultation →