Individual Tax Preparation

Accurate, personalized tax preparation for employees, families, self-employed individuals, ITIN clients, and taxpayers with prior-year or amended return needs.


At De Leon Tax Services, we provide individual tax preparation with a personalized, client-focused approach designed to make the filing process clear, accurate, and less stressful. Our team serves individuals and families from Sacramento, Watsonville, and beyond with flexible service options, including in-person and remote support.

Who we help

  • W-2 employees

  • Families with dependents

  • Self-employed individuals and sole proprietors

  • Taxpayers who need prior-year returns filed

  • Taxpayers who need amended returns

  • ITIN applicants and renewals

  • Spanish-speaking and bilingual clients

What’s included

  • Preparation and filing of federal and state individual tax returns.

  • Review of your income documents and tax situation to identify applicable deductions and credits.

  • Support for multi-state tax filings when needed.

  • Assistance with amended returns and prior-year filings.

  • Clear communication throughout the process, including next steps after filing.

Special situations

  • Multi-state tax returns.

  • Prior-year tax returns.

  • Amended tax returns.

  • Self-employed returns.

  • ITIN applications and renewals.

  • Support for immigrant taxpayers and mixed-status families.

  • Taxpayers living abroad or with cross-border filing questions.

What to bring

  • Government-issued photo ID

  • Social Security cards or ITIN letters for you, your spouse, and dependents

  • W-2s and 1099s

  • Last year’s tax return

  • Bank account information for direct deposit or payment

  • Self-employment income and expense records, if applicable

  • Childcare, education, mortgage, or other tax-related records, if applicable

  • Any IRS or state tax notices you have received

Process

  • Book online at a time that works for you.

  • Best for client reassurance: Upload your tax documents securely through our client portal for the fastest and most secure experience, or send them by mail or fax if that is more convenient.

  • We review your information, prepare your return, and discuss any questions or next steps with you.

  • Once everything is approved, we complete the filing process and remain available if follow-up is needed.

Why clients choose De Leon Tax Services

Personalized support from a family-owned, Mexican-owned business based in Sacramento with service in Watsonville and remote options.

A team of CTEC Registered Tax Preparers with experience serving individuals, self-employed taxpayers, and ITIN clients.

Bilingual support for clients who prefer service in English or Spanish.

Flexible service options, including in-person, remote, and client-convenient appointments.

We stand behind every return we prepare. If you receive an IRS or state notice for a return we filed, we will work with you and follow through until the issue is resolved.

FAQs

Do you prepare both federal and state returns?

1

Yes. We prepare and file federal and state tax returns for individual clients.


Can you help with prior-year tax returns?

2

Yes. We offer prior-year return services for taxpayers who need to catch up on missed filings.


Can you help fix a return that needs to be changed?

3

Yes. We assist with amended returns when corrections or updates are needed.


Do you help with ITIN applications or renewals?

4

Yes. ITIN applications and renewals are listed as part of your tax preparation services.


Do you offer bilingual support?

5

Yes. Your team page states that you offer bilingual client support in English and Spanish.

Let’s get started

Ready to get started with your tax return? Schedule your appointment online and send your documents securely through our client portal.