Individual Tax Preparation
Individuals and families, including those with multiple income sources.
- Federal and state individual return preparation
- Document review and organization
- Filing coordination and confirmation
Tax Preparation Services
Individual and business tax preparation
Returns prepared with care, documentation reviewed before filing, and every question answered in plain language. Tax consultations are available separately when you want to talk something through first.
The 15-minute initial tax consultation is complimentary.
Preparation Services
What we prepare
Business Tax Preparation
Small and mid-sized businesses, contractors, and solo operators.
- Business return preparation
- Coordination with your financial records
- Review of documentation before filing
Tax Consultations
Talk it through before or after filing
Tax consultations are booked separately from preparation work. The initial consultation is complimentary; follow-up sessions are paid.
Tax Preparation — Initial Consultation
15 minutes · Complimentary
A short call to understand your filing situation and confirm what preparation would involve.
No payment required
Tax Preparation — Follow-up (30 Min)
30 minutes · $50
Follow-up discussion on filing questions, documentation, or planning considerations.
Payment required before final confirmation
Tax Preparation — Follow-up (1 Hr)
60 minutes · $75
An extended follow-up for more involved filing or year-round readiness questions.
Payment required before final confirmation
Caballero’s Consulting is a financial consulting firm and is not a CPA firm. We do not perform audits or attestation work. Tax preparation and consultation services are provided based on the information you supply; information on this page is general and is not tax or legal advice.