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Tax preparation & strategy

Clear tax help for the situation you’re actually facing.

Whether you need to file this year, catch up on prior-year returns, understand a balance due, or plan ahead, Solstice will help you identify the right next step.

Ways we can help

Tax services built around your needs.

You do not need to know the technical name of the service. Start with what is happening, and we will guide you from there.

Individuals & families

Individual Tax Preparation

Personalized preparation for W-2 employees, families, dependents, credits, and common life changes—with a clear explanation before filing.

Self-employed

Business & 1099 Tax Returns

Tax preparation for contractors, sole proprietors, Schedule C filers, and business owners who need organized, tax-aware support.

Catch-up support

Prior-Year Taxes & Amendments

Help filing missed returns, correcting a previously filed return, or understanding what needs to happen next.

Year-round planning

Tax Strategy

Support with withholding, estimated payments, business decisions, refund planning, and stronger tax habits throughout the year.

When you may owe

Balance-Due Guidance

Understand what may be driving your expected balance and the practical steps available before or after you file.

Beyond filing

IRS Notices & Tax Questions

Year-round help understanding tax correspondence and deciding whether you need a response, amendment, or additional support.

Secure virtual process

How tax filing works.

Nationwide support without an office visit.

01

Complete the Intake

Tell us about your filing situation and the people, income, and changes that may affect your return.

02

Upload Securely

Use the secure client portal to submit the documents needed for preparation.

03

Review & File

We prepare the return, explain the important details, answer questions, and file when you approve.

Ready to get your taxes handled?

Start the intake now, or ask a question first if you are unsure which service fits.