INDIVIDUALS & FAMILIES
Individual tax preparation
Personal returns for individuals, families, and W-2 employees. We review your income, dependents, and applicable credits and deductions with you.
PERSONAL TAX PREPARATION · ENGLISH & ESPAÑOL
Real life.Personaltax help.
For your family, your freelance work, and everything you’re working toward. Tax preparation that starts with you.
Taunton, Massachusetts · Virtual appointments available
From our home to yours.
A little less stress. A lot more care.CASA & CO. TAX Tax care with heart.
01 / FIND YOUR FIT
However you earn it,
we’re here for you.
A paycheck, a side hustle, or working for yourself. Let’s start with what your life looks like.
INDIVIDUALS & FAMILIES
Your life. Your tax return.
W-2 income, dependents, and the credits that may apply to your family.
Personal tax help
WORKING FOR YOURSELF
Your own boss. Still supported.
Schedule C preparation for sole proprietors, freelancers, and independent contractors.
Self-employed tax help
DRIVING. DELIVERING. DOING.
A side gig. A full-time thing. We get it.
Tax help for Uber, Lyft, DoorDash, Instacart, and other gig income.
Gig worker tax help
Need a notary?
A familiar face for your important documents. Available by appointment.
Notary services02 / WHAT WE DO
Taxes, made
less complicated.
Clear explanations. Careful preparation. Help with the details, so you know what comes next.
Meet virtually or ask about an in-person appointment.
SOLE PROPRIETORS & FREELANCERS
Self-employed & Schedule C
Tax preparation for sole proprietors and freelancers. We help make sense of your business income and expense records when preparing your Schedule C.
CONTRACT & INDEPENDENT WORK
1099 & independent contractors
One contract or several income sources? We bring your tax documents together and explain how your independent work fits into your personal return.
RIDESHARE & DELIVERY
Gig worker tax preparation
Rideshare, delivery, and other platform work. We review your income statements, expense records, and mileage information as part of preparing your return.
BY APPOINTMENT
Notary public
Appointment-based notary services for your important documents. Contact us with what you need notarized so we can confirm availability and what to bring.
SIDE HUSTLE / MAIN HUSTLE
Your work looks different. Your tax help should understand it.
03 / FOR YOUR INDEPENDENT LIFE
You put in the miles.
We help with the taxes.
Early pickups. Late deliveries. A project you built from scratch. Whatever working for yourself looks like, you deserve tax help that understands it.
- Uber
- Lyft
- DoorDash
- Instacart
- Freelance & 1099
Your income, brought together
From platform statements to 1099s, we’ll help you understand which records to share.
The details that matter
We review business expenses and mileage records, and discuss what may apply to your situation.
Schedule C, in plain English
We prepare your return and talk through your questions in English or Spanish.
04 / THE CASA & CO. WAY
A real person.
In your corner.
Tax care with heart.
We’re a family-run tax practice, built on a simple idea: you should feel comfortable asking questions about your own taxes.
Whether you’re filing for your household or earning on your own, we take time to listen, explain, and prepare with care. From our home in Taunton to wherever you call home.
Room for your questions
No rushing you through the conversation. We explain what we need and why.
Appointments that fit real life
Meet virtually, share documents through your client portal, or ask about meeting in person.
Care with your information
Use the secure client portal to share tax documents and communicate with us.
TWO LANGUAGES. THE SAME PERSONAL CARE.
Let’s talk in
your language.
Ask the questions you’ve been meaning to ask. We’ll walk through your taxes in English or Spanish—whichever feels like home.
Continuar en español05 / LET’S MAKE IT SIMPLE
A clear path.
From hello to filed.
Start with a conversation
Email us to request an appointment. Tell us a little about your tax situation and how you’d like to meet.
Bring the pieces together
We’ll explain which documents to gather. Share them securely through your client portal.
Review it, together
We prepare your return, walk you through the details, and answer your questions before filing.
ONE LESS THING ON YOUR MIND
Let’s take care
of your taxes.
A conversation is a good place to start. Request a virtual or in-person appointment—we’ll take it from there.
Book an AppointmentEnglish & Español. Always welcome.
Pay with your refund
Eligible clients can have tax preparation fees deducted from their tax refund. Ask us about availability and any additional fees.