Authoritax
Individual and small business tax preparation

Tax preparation that keeps the details clear and organized.

Authoritax prepares federal and state income tax returns for individuals, families, investors, rental property owners, contractors, and small businesses through a secure online process.

Start a Tax Preparation Inquiry Schedule a 15-Minute Intro Call
Federal and state returns Secure document portal Clear next steps

Your return moves through one organized process.

Documents, questions, approvals, and signatures are handled through the secure Authoritax client portal.

  • Create or log in to your client profile.
  • Upload tax documents securely.
  • Complete your organizer and follow-up questions.
  • Review, approve, and e-sign before filing.
Need an older unfiled return instead? Visit the Back Taxes page for prior-year preparation information.

Tax preparation built around your real financial life

A tax return can include wages, retirement income, investments, a business, rental property, or several of these at once. Authoritax brings the pieces together in one organized engagement.

1040

Individual and Family Returns

Federal and state income tax preparation for employees, families, retirees, and professionals with changing tax needs.

Biz

Business and 1099 Income

Preparation for contractors, Schedule C businesses, LLC owners, S corporations, and other self-employed taxpayers.

Assets

Investments and Rental Property

Tax preparation involving brokerage activity, retirement income, digital assets, rental income, expenses, and depreciation.

How tax preparation works

A secure, step-by-step process keeps your documents, questions, approvals, and completed return in one place.

Start your inquiry

Tell us what kind of return you need and provide a short overview of your tax situation.

Confirm the engagement

We review the basic facts, confirm whether the work is a good fit, and provide the written scope and next steps.

Upload and answer

Use the secure portal for tax documents, your organizer, business or rental records, and focused follow-up questions.

Review and file

Review the completed return, approve it, sign electronically, and receive confirmation after e-filing.

More than basic tax-form entry

Authoritax is especially helpful when several parts of your financial life need to come together on one return. We focus on organization, documentation, and clear communication before filing.

W-2 and retirement incomeEmployment, pensions, and distributions
Small business recordsIncome, expenses, payroll, and assets
Rental propertyIncome, expenses, and depreciation
Investment activityBrokerage sales and digital assets

What should you gather?

Your exact document list depends on your return, but these items are a useful starting point.

  • W-2s, 1099s, K-1s, brokerage forms, and retirement income forms
  • Records for dependents, education, childcare, health coverage, and major life changes
  • Business or rental income, expenses, assets, and prior depreciation information
  • Estimated tax payments and any IRS or state tax correspondence
  • A copy of your most recently filed federal and state returns

Tax preparation questions

Quick answers about working with Authoritax on your federal and state income tax returns.

Who does Authoritax prepare tax returns for?

Authoritax works with individuals, families, retirees, investors, contractors, rental property owners, and small business owners. Each inquiry is reviewed to confirm that the return is a good fit for the practice.

Can I complete the tax process online?

Yes. Authoritax uses a secure client portal for document uploads, organizers, follow-up questions, approvals, and electronic signatures when available.

Does Authoritax prepare small business returns?

Yes. Authoritax works with contractors, Schedule C businesses, LLC owners, and S corporations. The required records and engagement scope depend on the entity, bookkeeping, payroll, and filing requirements involved.

Can Authoritax help if I have unfiled prior years?

Yes. Prior-year returns are handled through the Back Taxes service. You can begin with one year or ask about several unfiled years. Learn more about Back Taxes preparation.

How do I get started?

Complete the Authoritax new client inquiry form and briefly describe the return you need. You may also schedule a 15-minute introductory call. If the work is a good fit, Authoritax will explain the engagement and secure portal steps.

Ready to get your return organized?

Tell Authoritax what kind of return you need. We will review your inquiry and explain the next step if the work is a good fit.

Start a Tax Preparation Inquiry Schedule Intro Call Existing Client Portal

Authoritax provides tax preparation and related tax support services. Information on this page is general and is not legal, tax, or financial advice for your specific circumstances. Services begin only after Authoritax accepts the engagement in writing.

Authoritax

Clear, organized tax preparation for individuals, families, investors, and small business owners. Office: 187 Calle Magdalena, Suite 103, Encinitas, CA 92024.

Services

  • Back Taxes
  • Tax Preparation
  • Tax Planning
  • Tax Extensions

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