Personal Tax Filings
Simple, accurate tax preparation for individuals, from straightforward returns to multi-state, investment or business income, with clear guidance so you understand your taxes.
Best for: Single, married, or head of household tax filers · W-2 or 1099 income · Investment, Social Security, or retirement income · Schedule C or K-1 business owners
What's included
All tax services provided an IRS-licensed Enrolled Agent (EA) with 12+ years of tax filing experience.
Your IRS Form 1040, along with one state and one local income tax return - all at one bundled cost.
Complimentary audit protection with a $1 million guarantee from Protection Plus is included with every tax return package.
All packages include a prerecorded video walkthrough from your tax advisor, with a simple overview of your tax returns.
Review of your last tax return to ensure no missed deductions or credits and confirm you didn't overpay.
Portside will monitor your personal IRS account for any unexpected changes throughout the year.
If you receive a tax notice throughout the year, Portside will help you respond.
24/7 access to our secure client portal to communicate with your tax advisor and access tax documents anytime.
See everything included (1 more)
Maintain access to your licensed tax advisor throughout the year for questions and advice.
How it works
A short online intake form and a price quote up-front.
Your advisor handles it and reaches out if needed.
You get your finished work, with support after.
Common questions about this service
What happens if I have foreign income?
Foreign income and expatriate tax returns are not supported by Portside.
Can Portside file my taxes if I live in a different state than the firm?
Yes. Portside is 100% virtual and serves individuals nationwide, so you can work with us from any state.
I filed an extension. When is my deadline, and do I get more time to pay?
For 2025 individual returns, the extended filing deadline is October 15, 2026. An extension requested by the April filing deadline gives you until October 15 to file, but it only extends the time to file. Any tax you owe was still due in April.
If you are on extension with us, please upload any remaining documents as soon as possible so we can finish before the deadline. You can read the IRS's guidance on getting an extension or our guide to filing Form 4868.
Do I have to meet live with someone, or schedule an appointment?
Not at all, but rest assured a human is on the other side working on your return.
Our process is designed to be fully asynchronous. All communication happens through your secure portal, and you’ll receive a personalized video reviewing your return. You can also ask questions directly in the portal's chat and we respond live during business hours.
Are you going to extend my tax returns?
For most clients, we aim to file on time - not extend. That’s because extensions require additional time to ensure you’ve paid enough in taxes, and they delay important advisor conversations and planning.
To keep things on track, we ask for all documents by an internal deadline that's generally 2 to 3 weeks ahead of the IRS filing deadline (depending on workload and capacities). If documents come in after that date, we'll to have a conversation about potentially extending. We also reserve the right to apply rush surcharges due to increased strain and bottleneck of last-minute filings if documents are submitted after the internal deadline.
That said, we understand life happens - whether it’s a missing form or an unexpected delay. If that’s your situation, reach out early. We’re happy to be flexible when there’s open communication.
Ready to learn more & get started?
Share a few details and Portside will take it from there.
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More about this service
Forms Portside files
Portside prepares and files Form 1040 for individuals nationwide, including Schedule C (business income), Schedule D (capital gains and losses) and Schedule E (rental and pass-through income). This is not an exhaustive list.
Who this is not for
Portside does not work with foreign income and does not file expatriate tax returns. We would be happy to refer you to other tax providers that specialize in these unique situations.
Why work with an Enrolled Agent
Your return is prepared by an IRS-licensed Enrolled Agent, and a QuickBooks ProAdvisor. Portside has served numerous clients and filed even more tax returns, all 100% virtually.
Related Portside guides
- Why Work With an Enrolled Agent (EA)
- 1099 Taxes Explained for Freelancers & Contractors
- Standard vs. Itemized Deductions
- How to File a Tax Extension with Form 4868
- How to Amend Your Tax Return