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.
Personal tax preparation
Your taxes.
A clearer path
forward.
Tax season starts with a conversation. Get personal help with your individual tax return from Davide Fortunati.
FortunatiSolutions Tax Preparation
A brighter tomorrow.Individual tax returnsA personal point of contactClarity at every step
Made personal
Tax preparation.
With you in mind.
Every return begins with your circumstances. Share what you need, ask your questions, and find out how Davide can help with your personal taxes.
A clear place to start
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.
The process
From first hello
to your next step.
Let’s talk.
Call or email Davide with a brief overview of your personal tax preparation needs.
Get organized.
Discuss the information needed for your return and agree on how to provide your documents.
Move forward.
Work through preparation, review your return together, and confirm the next steps for filing.
BEFORE WE BEGIN
A little preparation.
A smoother start.
Gather the basics, then we’ll take it from there. Davide will help you identify what’s needed for your personal tax return.
Already have portal access? Sign in to share your documents. Please use email for general questions only.
What to gather
A starting list. We’ll confirm what applies to you.
01
Identification & filing details
Photo ID and your basic filing information.
02
Last year’s tax return
A copy of your previous return, if available.
03
Income documents
W-2s, 1099s, and other income records.
04
Deductions & credits
Records that may apply to your situation.
05
Notices & questions
Tax letters and anything you’d like to discuss.
Meet your tax preparer
A person behind
the preparation.
Davide Fortunati
FortunatiSolutions Tax Preparation
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.”
A few helpful answers
Before you reach out.
Do you prepare business tax returns?
The current focus is personal tax preparation for individuals and families. Business tax return preparation is not currently offered.
How do I access my client portal?
Open the FortunatiSolutions Client Portal and sign in to MyTAXPortal. If you need help getting access, contact Davide.
How do I get started?
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.
What should I have ready?
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.
How much does tax preparation cost?
Contact Davide to discuss your return and request pricing before you begin.
Your next step
Let’s make tax season
feel more manageable.
Tell Davide a little about your personal tax needs.
A conversation is a good place to start.
Open Client PortalCall (310) 975-4438GENERAL INQUIRIESinfo@fortunatisolutions.com
Existing clients can use MyTAXPortal to share tax documents. Please use email for general inquiries only.