Tax Preparation for People with More Than a Simple Return
Whether you have one W-2 and a side income, multiple 1099s, a rental property, or a situation that keeps getting more complicated, Nausheen handles your return directly and explains exactly what is happening.
Is This the Right Service for You?
Individual Tax Preparation at LMN Tax is for people whose returns are not straightforward and who want someone to actually review what is there, not just enter the numbers.
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You are self-employed, freelance, or doing contract work
You receive 1099s, invoice clients directly, or earn platform-based income through Uber, DoorDash, Fiverr, Upwork, or similar. The tax side, including self-employment tax, quarterly payments, and deductible expenses, has not been handled properly or at all.
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You have a W-2 job plus additional income on the side
Your employer withholds taxes from your paycheck, but side income, rental income, investment gains, or occasional consulting has added complexity your W-2 withholding does not cover.
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You own rental property or have investment income
Rental income, depreciation, mortgage interest, repairs, passive loss rules, stock sales, dividends, or cryptocurrency transactions add layers that basic filing tools often handle incorrectly or incompletely.
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Something changed in your life this year
Marriage, divorce, a new baby, buying or selling a home, a job change, moving to a new state, or a significant income jump all affect your taxes in ways that may not be obvious. These situations benefit from someone reviewing the full picture.
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You received an unexpected bill or your refund was wrong
You filed but got back much less than expected, received a notice from the IRS, or ended up owing money you were not prepared for. Something in the prior return may need to be reviewed and corrected.
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You are behind on one or more years of filing
Unfiled returns from one, two, or several years ago. You know it needs to get done and you are ready to address it. LMN Tax handles prior-year preparation and can help you understand what the outstanding years mean for your current situation.
What LMN Tax Handles
Individual tax returns at LMN Tax cover the full range of personal income situations, not just simple W-2 filings.
What Makes This Different from a Filing Service
There is a difference between filing a return and reviewing your situation. LMN Tax does both.
Nausheen handles your return directly
Your return is not assigned to a seasonal employee or processed by software with no review. Nausheen works on it herself, which means questions get answered and mistakes get caught.
Your return is actually reviewed
Input-only services enter numbers and move on. LMN Tax looks at what you are reporting, checks it against what is typical for your situation, and flags anything that seems off before it becomes a problem.
You can ask questions and get real answers
When you have a question about your return, a deduction, or what something means, you get a direct explanation. Not a general FAQ link. Not a call center transfer. A direct answer from the person who prepared your return.
How Individual Tax Prep Works at LMN Tax
A straightforward process from first contact to completed, filed return.
Call or send a message. Tell Nausheen what your income situation looks like: where your income comes from, whether anything changed this year, and whether you have any outstanding prior years. No need to have everything sorted before you reach out.
Once your engagement is confirmed, you will upload tax documents through the secure Verifyle client portal. W-2s, 1099s, prior-year returns, expense records, and any other relevant documents go through the portal, not unprotected email.
Your return is prepared using Drake Software, a professional tax preparation system used by tax firms nationwide. Nausheen reviews the completed return for accuracy, deductions, and anything that warrants a question before sending it to you for review.
You receive the completed return to review before anything is submitted. Once you approve it, LMN Tax files electronically as an IRS Authorized e-File Provider. You receive confirmation when the return has been accepted.
Individual Tax Preparation Questions
Do I need a CPA to file my individual taxes?
Not necessarily. LMN Tax Inc. is a tax preparation firm with 22+ years of experience handling individual returns for W-2 employees, self-employed professionals, and people with complex income situations. Nausheen Shahid holds an active IRS Preparer Tax Identification Number (PTIN) and is an IRS Authorized e-File Provider. Many people with complex returns work with experienced preparers rather than CPAs.
I have income from multiple sources. Can LMN Tax handle that?
Yes. LMN Tax handles returns with W-2 income alongside freelance income, rental income, investment income, gig platform payments, and other sources. Multiple income streams are common and manageable. The preparation process involves reviewing all income documents together so nothing is missed or double-counted.
I am self-employed and have never set up estimated tax payments. What happens?
If you expect to owe more than $1,000 in federal tax after withholding and credits, the IRS generally expects quarterly estimated tax payments. Missing these can result in an underpayment penalty on top of the tax you owe. LMN Tax can file your current return and help you set up a quarterly payment plan so you are not in the same position next year.
Source: IRS Publication 505: Tax Withholding and Estimated Tax
I missed filing last year. Can you help?
Yes. Late returns are one of the most common reasons people contact LMN Tax. The failure-to-file penalty is typically 5% of the unpaid tax per month, up to 25%. Filing sooner limits the total penalty. Nausheen prepares prior-year returns, helps you understand what you owe, and discusses your options if there is a balance due that you cannot pay in full.
Source: IRS Topic 653: IRS Notices and Bills, Penalties, and Interest Charges
What documents do I need to provide?
It depends on your situation. Most clients need W-2s, any 1099s received, Social Security numbers for dependents, and records of deductible expenses. Self-employed clients also need a summary of business income and expenses. Rental property clients need income, expense, and mortgage interest records.
Documents are shared securely through the client portal. Once Nausheen knows your situation, she will let you know exactly what is needed.
Also Relevant to Your Situation
Ready to Get Your Return Done Right?
Call or send a message. Describe your income situation and what has been going on. Nausheen will respond directly and let you know exactly what is needed to get started.
LMN Tax Inc. • 10432 Balls Ford Rd, Suite 300, Manassas, VA 20109 • (By Appointment Only)