Personal Taxes

Personal Tax Services Rooted in Trust & Respect

Stress-Free, Thoughtful Tax Help for Individuals and Families

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At SnapBooks, we believe tax season shouldn’t be filled with confusion or anxiety. Whether you're a salaried employee, a freelancer, a landlord, or juggling multiple income streams, we’re here to make filing your taxes clear, accurate, and surprisingly painless.

We take the time to get to know your situation, answer your questions in plain language, and file your return with care — so you can feel confident, not stressed.

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Meet Julie Tanner, Your Tax Expert

We’re a friendly, sincere and responsive team committed to helping real people make sense of their taxes. Our lead tax professional, Julie Tanner, MBA, EA, has over 15 years of experience preparing personal tax returns, uncovering savings, and helping individuals make smart financial decisions.

Julie is an IRS Enrolled Agent, meaning she's licensed to represent you before the IRS and stay current on all the latest tax law changes. More importantly, she listens. She's here to guide you, not overwhelm you.

Julie offers free consultations to all new clients. Click the link to her calendar and book a time that works for you.

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What We Help With

We handle a wide range of personal tax needs, including:

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Individual Tax Return Preparation

Preparation and filing of federal and state tax returns, including Form 1040.

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Amended & Prior Year Returns

Correction and filing of amended returns and outstanding prior year tax filings.

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Self-Employment & Freelance Income

Expert handling of Schedule C for sole proprietors, freelancers, and gig workers.

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IRS Letters & Tax Notices Support

Assistance with responding to IRS letters, notices, and tax-related correspondence.

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Rental Property Income & Expenses

Comprehensive reporting and deduction strategies for rental properties using Schedule E.

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Quarterly Estimated Tax Planning

Proactive planning and calculation of quarterly estimated tax payments.

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Tax Credits & Deductions

Maximize savings with education credits, child tax credits, and eligible deductions.

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Tax Strategy & Deduction Guidance

Personalized advice on maximizing deductions and minimizing unexpected tax liabilities.

Why Individuals Choose SnapBooks – Listen to our clients!

Here’s what makes SnapBooks different:

Clear, Upfront Pricing

You’ll know the full cost before we begin.

Responsive, Personal Support

Responsive, Personal Support. We respond to every inquiry within 2 business hours.

Guidance Year-Round

Whether you get an IRS letter or need help with tax planning.

We take time to make sure you understand your return.

Approachable Professionals

We make it easy to upload your documents, sign forms, and communicate securely — no printing, scanning, or mailing required.

Modern & Secure Tools

  • Cristelle D. - Owner, Modern Wellness

    "I used to dread taxes every year. I was always behind, always stressed, and always confused. SnapBooks turned all of that around. Julie reviewed my previous returns, identified deductions I had missed, and helped me get on track with quarterly payments. I ended up saving thousands and finally feel in control. They’re knowledgeable, kind, and incredibly easy to work with — I honestly wish I found them years ago."

  • Louis M. - Owner, Summit Stone and Granite

    "I used to dread taxes every year. I was always behind, always stressed, and always confused. SnapBooks turned all of that around. They reviewed my previous returns, identified deductions I had missed, and helped me get on track with quarterly payments. I ended up saving thousands and finally feel in control. They’re knowledgeable, kind, and incredibly easy to work with — I honestly wish I found them years ago."

Our Credibility and Expertise

At SnapBooks, we are proud to be Fully Certified Bookkeepers and IRS Enrolled Agents (EAs), combining advanced credentials with decades of practical experience to deliver exceptional bookkeeping and tax services. Our team is equipped with the expertise and certifications needed to navigate complex financial challenges and support your business’s success.

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Professional Memberships: Proud members of the National Association of Certified Public Bookkeepers and the American Institute of Professional Bookkeepers, exemplifying our commitment to the highest industry standards and ethical practices.

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Advanced Degrees in Accounting and Finance: A robust academic foundation that enhances our ability to provide strategic financial analysis, management, and guidance.

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QuickBooks Advanced ProAdvisors: Experts in optimizing financial systems, improving efficiency, and ensuring accurate and streamlined recordkeeping.

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IRS Enrolled Agents (EAs): The highest credential awarded by the IRS, empowering us to represent clients in audits, appeals, collections, and other tax matters. This designation reflects our in-depth knowledge of tax law, compliance, and advocacy.

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Thumbtack Top Pro Recognition: Recognized as a Top Pro for four consecutive years (2021–2024), a testament to our unwavering commitment to client satisfaction and service excellence.

At SnapBooks, we go beyond traditional bookkeeping by offering personalized, results-oriented solutions designed to bring clarity, compliance, and confidence to your financial operations. Partner with us to elevate your business to new heights.

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Ready to Get Started?

Whether you're filing taxes for the first time or tired of chasing down your current accountant, we’re here to help. Let’s talk about how we can take the stress out of tax season — and every season after that.

Book a free consultation with Julie today and take the first step toward a tax experience that actually feels good.

While we may be a remote team, we know our clients like to know we are USA-based.

We have US qualifications and certifications, and we don’t work with foreign offshore providers.

We have presence in Boston, Chicago and Tampa, but we work with businesses throughout the USA from California to New York, and Illinois to Texas. If you’re looking to work with a small business bookkeeping team, we’d love to hear from you.

Our USA-based personal taxes team