Individual Tax Preparation
Federal and eligible state returns for W-2 income, common interest, retirement income, and other individual tax needs.
Tax preparation · Nationwide
A More Certain Tomorrow.
Professional tax preparation built around clarity, organization, and a process you can understand.
Secure tax intake is opening soon
Who we serve · Services
Tax preparation for real life.
For individuals, families, and independent earners. Fees reflect scope and complexity, never refund size.
- Individuals & Families
- Freelancers & Gig Workers
- Creators & Independent Professionals
- Sole Proprietors
Family Tax Preparation
Dependents, education expenses, and family credits reviewed with care, including the details behind eligibility.
Self-Employed / 1099 Tax Preparation
For freelancers, creators, contractors, gig workers, and sole proprietors with organized business income and expense records.
Prior-Year & Amendment Support
Prior-year and amended individual returns are considered after a case review to confirm scope and fit.
How it works
Three steps to filing.
A secure place for documents and your review before anything is submitted.
Begin securely
Start through BASI Financial's secure CrossLink intake and share the basics about your year. No appointment is needed.
Documents + preparation
Submit records through CrossLink. We review your situation, confirm scope and fees, prepare your return, and request anything else needed.
Review, authorize & file
You review and authorize the return before BASI files it. We confirm the next steps and remain available for questions.
A refund-transfer option is being finalized. If offered, eligible clients may elect to have authorized preparation and disclosed transfer fees deducted after the refund is issued. It will not be required or available for every return.
Why BASI Financial
Care in every step.
- A clear pathDefined steps and focused requests from intake through review.
- Documents kept secureTax records go through CrossLink, not this website or ordinary email.
- Professional, plain-language workCareful preparation and explanations you can follow.
- Here beyond this filingResponsive communication and a foundation for an ongoing relationship.
Before you begin
What to prepare
Gather what applies to your year. You can add documents as you find them.
- Identity + prior-year returnIdentification and last year's return, if available.
- Income documentsW-2s, 1099s, and other income statements.
- Dependent + family informationDependent details and child or dependent care records.
- Self-employment recordsBusiness income, expenses, and estimated payments.
- Investment + complexity documentsBrokerage statements and other relevant records.
Keep sensitive records secure. Send tax documents, Social Security numbers, IDs, and bank details only through the secure CrossLink workflow, never through this site, email, or text.
See the full checklist
Identity & household
Photo ID, last year's return, dependent information, and direct deposit details when applicable.
Income & credits
W-2s, 1099s, retirement and investment statements, tuition, childcare, mortgage, and health coverage records that apply to you.
Independent work
Business income, categorized expenses, mileage, equipment purchases, and estimated tax payments.
FAQ
Questions, answered.
Are you accepting new clients?
BASI Financial is preparing to open secure tax intake. You can ask to be notified now. Submitting intake begins a review and does not guarantee that every return can be accepted.
How do I send documents?
Use BASI Financial's secure CrossLink intake workflow. Do not send tax documents, Social Security numbers, or bank information through this website, ordinary email, or text.
How much does tax preparation cost?
Fees depend on the forms and complexity of your return, never the size of a refund. We confirm the expected fee or fee range before preparation begins.
Do you prepare self-employed returns?
Yes. We work with freelancers, creators, contractors, gig workers, and sole proprietors who have organized business records. If records need substantial reconstruction, we discuss a separate cleanup scope first.
When is payment due?
Your fee is confirmed before preparation and settled through the secure platform before filing. A refund-transfer option for eligible clients is being finalized; if offered, its terms and any third-party fees will be explained before you choose it. It will not be available for every return or required.
Can you guarantee a refund?
No. Tax results depend on the facts and law that apply to your return. We prepare carefully and explain the result, but cannot promise a refund amount or timing.
How long does preparation take?
Timing depends on a complete intake, return complexity, and the filing season. We set a realistic timeline after reviewing your information; IRS and state processing times are outside our control.
What if my return is outside BASI Financial's scope?
We tell you early. Certain business entity returns, complex international reporting, or matters requiring representation may be outside our current scope. When possible, we point you toward an appropriate qualified professional.
Your next step
Ready to file with confidence?
Start with a secure, straightforward tax preparation process.