Our Services for Individuals
Maximum Refund & Tax Savings Guarantee
We prepare and file your personal tax return accurately and in compliance with all applicable tax laws and regulations.


Individual (Personal & Family) Tax Preparation Services 

Comprehensive Tax Preparation for Individuals and Families

Omar Financial provides expert tax preparation services tailored to individuals, families, and self-employed individuals. Our goal is to help taxpayers maximize their refunds, minimize tax liabilities, and stay compliant with IRS regulations while ensuring a stress-free tax filing experience.

Who Can Benefit from Our Individual Tax Services?

We serve a wide range of clients, including:
  • Wage earners (W-2 employees)
  • Self-employed individuals (1099 workers, freelancers, and independent contractors)
  • Gig economy workers (Uber, Lyft, DoorDash, Amazon Flex, etc.)
  • Families with children and dependents
  • Retirees and Social Security recipients
  • Investors with rental properties, stocks, or cryptocurrency
  • Students and recent graduates
  • Individuals with multiple income sources or state tax filings

Our Personal Tax Preparation Services Include:

1. Federal and State Tax Return Preparation

  • Filing both federal and state tax returns accurately and efficiently.
  • Preparation for single, married filing jointly, married filing separately, and head of household tax statuses.
  • Handling multi-state filings for individuals working in different states.
  • Optimizing refunds and reducing tax liabilities through credits and deductions.
2. Maximizing Deductions and Tax Credits

We identify all possible tax-saving opportunities, including:
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit & Additional Child Tax Credit
  • Dependent Care Credit
  • Education Credits (American Opportunity Credit & Lifetime Learning Credit)
  • Retirement Savings Contributions Credit
  • Mortgage Interest and Property Tax Deductions
  • Charitable Donations & Contributions Deductions
  • Medical and Healthcare Expense Deductions
  • Home Office Deduction (for eligible remote workers and self-employed individuals)
3. Self-Employed & Gig Workers Tax Services

  • Schedule C preparation for small business owners and independent contractors.
  • Reporting 1099-NEC, 1099-K, and 1099-MISC income accurately.
  • Quarterly estimated tax payments for freelancers and gig workers.
  • Business expense deductions, including:
    • Home office expenses
    • Mileage and vehicle deductions
    • Equipment and supplies
    • Advertising and marketing costs
4. Investment and Rental Property Income

  • Reporting stock market, cryptocurrency, and real estate investments.
  • Schedule D for capital gains and losses.
  • Rental income (Schedule E) and depreciation deductions.
  • Tax implications of buying and selling property.
5. Retirement Income & Social Security Taxation

  • Helping retirees and seniors manage taxes on:
    • 401(k), IRA, and pension withdrawals.
    • Social Security benefits (determining taxable portions).
    • Required Minimum Distributions (RMDs) tax planning.
6. IRS Audit Assistance and Tax Resolution

  • Audit support for individuals facing IRS inquiries.
  • Assisting with IRS notices, payment plans, and penalty reductions.
  • Offer in Compromise (OIC) and Innocent Spouse Relief applications.
7. ITIN Application & Renewal

  • Assisting non-residents and dependents in applying for or renewing Individual Taxpayer Identification Numbers (ITINs).
8. Fast & Secure Electronic Filing (E-File)

  • Electronic tax filing (E-File) to ensure fast processing and quick refunds.
  • Direct deposit options for receiving tax refunds efficiently.
9. Amended Tax Returns & Prior Year Filings

  • Filing amendments for errors or missed deductions in past tax returns.
  • Preparing unfiled taxes for previous years.
Why Choose Omar Financial?

Experienced Tax Professionals – Our team has years of experience handling tax situations for individuals and families.
Maximized Refunds & Tax Savings – We ensure you claim every deduction and credit available.
Personalized Support – We tailor our services to meet your specific tax situation.
Fast & Secure Filing – We use IRS-approved e-filing for speed and accuracy.
Year-Round Support – Unlike seasonal tax preparers, we’re available year-round for tax planning and support.
Affordable Pricing – Transparent pricing with no hidden fees.
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