Individual services

Individual tax preparation, without the confusion.

PathwayCFO helps individuals organize their information, understand what is needed, and move through tax preparation with a clearer process.

Common situations served

Examples to confirm during consultation

These are examples, not a definitive representation of current service capabilities.

W-2 and 1099 income

Self-employment or side-business income

Investment and retirement income

Homeownership and property transactions

Estimated tax obligations

Multi-state filing needs

Step 1

Tell us about your tax situation and what assistance you need.

Step 2

Receive a clear request for the information and documents needed.

Step 3

Discuss questions, open items, and the completed return before filing.

Step 4

Finalize approved filings and identify relevant next steps.

Bring the records that describe your year. The final request list will depend on your situation and engagement scope.

Prior-year returns and notices

Income records and year-end statements

Expense summaries and supporting detail

Entity formation and ownership changes

Estimated tax payment records

Questions or changes from the current year

Can PathwayCFO help me decide what records to gather?

Yes. The process begins with a clear request for the information needed based on your situation.

Should I send tax documents through this website?

No. Do not send sensitive tax documents through public forms or email. A secure portal will be configured separately.

Are these situations a complete list of services?

No. They are examples for planning purposes and should be confirmed during a consultation.

Start with a brief consultation so we can understand what you need and determine whether PathwayCFO is a good fit.