Your income, considered together
We review the tax documents for your household, including W-2s, 1099s, investment statements, retirement distributions, and Schedule K-1s. Changes in income and family circumstances help shape the questions we ask.
INDIVIDUAL TAX PREPARATION / MOBILE & BALDWIN
Collins CPA LLC prepares federal Form 1040 and state income tax returns for individuals and couples in Mobile and Baldwin counties. Work directly with Regan Collins, CPA, MBA, on wages, retirement income, investments, rental activity, self-employment, and business ownership.
Talk with ReganHOW WE CAN HELP
We review the tax documents for your household, including W-2s, 1099s, investment statements, retirement distributions, and Schedule K-1s. Changes in income and family circumstances help shape the questions we ask.
Your engagement identifies the tax year and state returns we will prepare. If you moved, worked in another state, or received income from an out-of-state business or property, tell us during the initial review.
We explain the return and resolve outstanding information before requesting your filing authorization. Estimates and planning can address changes in income, withholding, or business results during the year.
WORKING TOGETHER
Start with a conversation about the return you need prepared and any significant changes since last year. Once the engagement is agreed, we use a client organizer and secure document sharing to gather information. Regan reviews the records, follows up on questions, prepares the return, and walks you through the next steps for approval and filing.
Have your prior-year return and a summary of this year’s income sources ready. We will request the relevant tax forms, payment records, and supporting documents through the client portal after onboarding.
BEFORE WE TALK
We prepare federal Form 1040 and agreed state income tax returns for individuals and couples, including employees, retirees, self-employed individuals, investors, and business owners.
Yes. Include the rental activity or K-1 income in your initial inquiry. We review the records and any related state filing needs when defining the engagement.
Yes. Collins CPA LLC is based in Mobile, Alabama, and serves clients throughout Mobile and Baldwin counties through secure document sharing and arranged conversations.
Tell us which document is missing and when you expect it. We will discuss how it affects preparation and whether extension work needs to be included. Do not send tax documents through the public inquiry form.
YOUR NEXT STEP
Tell us about your tax or accounting needs and how we can help.
4366 Midmost Dr Ste B
Mobile, AL 36609
Regan Collins, CPA, MBA · Based in Mobile