Your individual tax return
Help bringing your personal tax information together and preparing your individual return. Start by discussing your income, filing situation, and the documents you have.
For individuals and families.
Tax season starts with a conversation. Get personal help with your individual tax return from Davide Fortunati.
FortunatiSolutions Tax Preparation
A brighter tomorrow.Every return begins with your circumstances. Share what you need, ask your questions, and find out how Davide can help with your personal taxes.
Help bringing your personal tax information together and preparing your individual return. Start by discussing your income, filing situation, and the documents you have.
For individuals and families.
Unsure what to gather or where to begin? Reach out to discuss your situation and the next steps for getting your return ready.
One conversation. A more organized next step.
Call or email Davide with a brief overview of your personal tax preparation needs.
Discuss the information needed for your return and agree on how to provide your documents.
Work through preparation, review your return together, and confirm the next steps for filing.
Use this starter checklist to organize what you already have. Your exact document needs will depend on your situation.
Already a client? Sign in to your Client Portal to share tax documents. For questions about getting started, contact Davide. Please keep tax documents out of your initial email.
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FortunatiSolutions Tax Preparation provides personal tax preparation with Davide Fortunati as your point of contact.
Have a question before getting started? Reach out directly to talk about your individual return and what you need help with.
“More than taxes. A brighter tomorrow.”
The current focus is personal tax preparation for individuals and families. Business tax return preparation is not currently offered.
Open the FortunatiSolutions Client Portal and sign in to MyTAXPortal. If you need help getting access, contact Davide.
Call (310) 975-4438 or email info@fortunatisolutions.com with a brief description of what you need. Davide can discuss your situation and the next steps.
The starter checklist above is a useful beginning. Depending on your circumstances, other documents may be needed. Discuss your situation with Davide before sending documents.
Contact Davide to discuss your return and request pricing before you begin.
Tell Davide a little about your personal tax needs.
A conversation is a good place to start.
Existing clients can use MyTAXPortal to share tax documents. Please use email for general inquiries only.