Personal Taxes, Made a Lot More Personal

Your tax return is more than a pile of forms with very serious-looking numbers. BrightPoint helps individuals and families get organized, understand what matters, and prepare their taxes with clear guidance from start to finish.

Schedule a Consultation

Clear guidance from start to finish
Support for simple and complex returns
Personal attention based on your situation

Personal & Business Tax Preparation

Monthly Bookkeeping Support

Business Formation & Filing Assistance

Personal Taxes, Made a Lot More Personal

Your tax return is more than a pile of forms with very serious-looking numbers. BrightPoint helps individuals and families get organized, understand what matters, and prepare their taxes with clear guidance from start to finish.

Schedule a Consultation

Clear guidance from start to finish
Support for simple and complex returns
Personal attention based on your situation

Personal & Business Tax Preparation

Monthly Bookkeeping Support

Business Formation & Filing Assistance

WHO WE HELP

Real Life Comes With Tax Forms

A new job, a growing family, freelance income, investments, retirement, or a rental property can all change how your return is prepared. BrightPoint takes the time to understand what happened during your year so your tax return reflects your actual life, not just the paperwork that showed up in the mail.

Individuals & Families

From W-2 income and dependents to education expenses and major life changes, we help make sure your return reflects what actually happened during your year.

Freelancers & 1099 Earners

Self-employment income comes with extra forms, deductions, and questions. We help organize the details so filing feels a lot less like guesswork.

Investors, Retirees & Property Owners

Retirement income, investments, and rental property can add more moving parts. We help bring those details together clearly and carefully.

PERSONAL TAX SERVICES

Clear Help for the Details That Matter

Every tax return is different, but these are some of the most common areas BrightPoint can help you organize and prepare.

Income From Work

We help organize and report W-2 wages, 1099 income, freelance earnings, unemployment income, and other sources of compensation.

Investments and Retirement

Investments and Retirement We help prepare returns involving retirement income, Social Security benefits, pensions, interest, dividends, and investment activity.

Prior-Year and Amended Returns

Behind on a return or need to correct something previously filed? We can review the situation and help determine the appropriate next step.

Families and Dependents

We review information related to dependents, childcare expenses, education costs, and available family-related tax credits.

Rental Property

Rental income tends to bring paperwork along for the ride. We help organize income, expenses, and supporting records for your return.

Deductions and Credits

We review the information you provide and help identify deductions and credits that may apply to your situation.

Schedule a Consultation

BEFORE YOUR APPOINTMENT

Not Sure What to Bring? Start Here.

Tax preparation goes much more smoothly when the right documents arrive at the same time you do. Our checklist will help you gather the most common income forms, identification, deduction records, and supporting documents before your appointment.

FREQUENTLY ASKED QUESTIONS

Personal Tax Questions, Answered

What documents should I bring?

The documents you need will depend on your situation. Common items include identification, Social Security or taxpayer identification numbers, income forms, your prior-year return, expense records, and documents related to deductions or credits. Our Tax Prep Checklist is a great place to begin.

Can you help if I have more than one source of income?

Can you help if I have more than one source of income? Yes. We can help prepare returns involving wages, freelance income, investment income, retirement income, rental activity, and other sources. Let us know what you received, and we’ll help identify the documents needed.

Do you prepare prior-year tax returns?

Yes. BrightPoint may be able to help with previous tax years. We’ll first review which returns are missing and what documentation is available.

Can you amend a tax return that was already filed?

We can review the original return and the new or corrected information to determine whether an amended return may be appropriate.

Will you explain my return before it is filed?

Yes. We’ll walk you through the important details, answer your questions, and make sure you understand what is being submitted before your return is filed.