Individual Tax Preparation
Accurate, personalized filing with a careful review of the credits and deductions that may apply to you.
Empowered · Informed · Confident
Tax preparation with clarity and care.
Federal and state tax preparation for individuals, self-employed professionals, and small-business owners—carefully reviewed, explained in everyday language, and available remotely across the U.S. where supported.
Federal & state reviewCredits & deductions consideredSecure remote process
Led with purpose.Built around your financial confidence.
Ready when you are
Scheduling your appointment is simple.
Choose the tax service you need, pick an available date and time, and receive your appointment details through our secure Square booking page.
- 1Choose your serviceIndividual, Schedule C, prior-year, or tax guidance.
- 2Pick your timeSelect the appointment time that fits your schedule.
- 3Get preparedUse our checklist to gather the documents you may need.
Professional tax preparation
A clearer path from paperwork to peace of mind.
Tax preparation comes first
Tax support built around real life.
Start with professional tax preparation for your individual or Schedule C return. We listen, review your situation carefully, and give you clear next steps.
Schedule C Tax Preparation
Organized support for sole proprietors, independent contractors, gig workers, and side businesses filing Schedule C.
Year-Round Tax Strategy
Proactive guidance for individuals and Schedule C businesses who want to plan before filing season.
Prior-Year Returns & Notices
Professional support with previous-year returns and a clear review of tax notices so you can understand the next step.
Ready to get started? Schedule your tax appointment →
A return built from your facts
We look beyond the forms in front of us.
Tax benefits are never one-size-fits-all. Our review connects your documents with the questions that can affect filing status, income reporting, credits, deductions, and state obligations.
Family & household
Filing status, qualifying children and relatives, education costs, child and dependent care, and other household changes.
Income & withholding
W-2 income, retirement, unemployment, investment activity, gig work, estimated payments, and withholding accuracy.
Home & life changes
Homeownership, energy improvements, moves, marriage or divorce, health coverage, and other major-year changes.
Schedule C business
Income reconciliation, ordinary and necessary expenses, mileage and vehicle records, home-office facts, assets, and estimated taxes.
Accuracy protects you.
We may request proof of income, residency, relationship, support, expenses, or eligibility. Complete records help us claim only the tax benefits the law allows and prepare a return you can stand behind.
Remote tax preparation
Federal returns and state filing needs—reviewed together.
Live in one state, work in another, moved during the year, or earn income across state lines? We review the full picture and confirm that your federal and state filing needs are within our supported scope before preparation begins.
- Secure remote appointment options
- Resident, part-year, and nonresident state issues reviewed
- Clear document requests and next steps
Helpful tax resources
Get organized and feel tax ready.
After exploring our tax-preparation services, choose a practical resource to help organize your records or a year-round strategy relationship for ongoing support.
Digital resource$10.00
For individuals & Schedule C filers
Tax Ready & Confident Kit
A fillable digital organizer that helps you gather personal and 1099 records, identify missing documents, and prepare better questions for your tax appointment.
- Instant digital access
- Fillable checklists and worksheets
- Secure-data reminders
Starter resource$5.00
For self-employed filers
Schedule C Expense Tracker
A simple digital tracker that helps you organize and categorize business expenses throughout the year.
- Common expense categories
- Clear monthly tracking
- Better records for tax time
High-touch serviceCustom
For individuals & Schedule C businesses
Tax Strategy Partnership
A consultation-led, year-round planning relationship for clients with changing income, major decisions, or business activity.
- Personalized strategy scope
- Planned checkpoints
- Clear action calendar
Need tax preparation without a planning package? Schedule your tax appointment →
Client eBook101Tax Filing
Understand before you file
Tax Filing 101, in everyday language.
Our 10-page client guide explains Single, Head of Household, Married Filing Jointly, Married Filing Separately, the documents you may need, and Schedule C business basics.
- Plain-language filing-status explanations
- Individual and dependent document checklists
- Schedule C income, expenses, and recordkeeping
$27.00Explore the eBook 10-page digital PDF
Start prepared
Helpful tools for new clients.
Tell us the basics about your tax situation, then use the checklist to gather the documents commonly needed for your appointment.
01
New Client Intake
Answer a few non-sensitive questions about your filing needs before you book.
Start intake →02Tax Document Checklist
Review and print a practical list of records to gather for tax preparation.
View checklist →03IRS Help Center
Find official tools for accounts, transcripts, notices, payments, identity protection, and refunds.
Open help center →The client experience
Professional service that still feels personal.
At C&D Tax Solutions, you are not treated like a number. You receive honest guidance, space to ask questions, and a clear understanding of what happens next.
“Clear answers.”
Tax terms and next steps explained in language you can actually understand.
“Respectful service.”
A patient, judgment-free experience centered on your questions and your goals.
“Careful preparation.”
Thoughtful attention to your documents, filing details, and the facts that make your return unique.
A client’s experience
“She was very knowledgeable and answered all of my questions. She also gave me helpful tips to stay organized.”— Sara L.
A client’s experience
“C&D Tax Solutions helped me throughout the year with bookkeeping tips, the forms I needed, and which receipts to keep. She helped me understand the tax language and found credits I didn’t know I could claim.”— John F.
Meet your tax professional
Guidance that feels personal.
I’m Ca’Sondra Johnson, founder of C&D Tax Solutions LLC. I created this business to give clients a tax experience rooted in education, transparency, and genuine care.
My goal is not only to prepare your return—it is to help you understand it. You deserve patient answers, clear next steps, and the confidence to make better-informed decisions throughout the year.
“When you understand your numbers, you can move differently.”Let’s talk about your tax needs →
Simple by design
Your next steps, made easy.
Schedule
Choose your service and an appointment time that works for you.
Prepare
Use our checklist to gather the records your return may require.
Review
We prepare your return, explain it clearly, and answer your questions.
Approve & File
You review and approve the completed return before it is filed.
Plan beyond filing season
Make tax decisions with more clarity.
The Tax Strategy Partnership gives individuals and Schedule C businesses a structured way to plan, act, and adjust throughout the year.
The C&D promise
Accuracy matters. So does how you’re treated.
Expect honest communication, respectful service, careful attention to detail, and a tax professional committed to helping you understand every step.
Book Your Tax AppointmentThe questions clients ask most
Tax questions, clearly answered.
Start here for the basics. Because every return is different, schedule an appointment for answers based on your complete situation.
How do I schedule a tax appointment?
Select any Book a Tax Appointment button on this site. You will be taken to our secure Square booking page, where you can choose the service, date, and time that work best for you.
What should I bring to my tax appointment?
Bring a valid photo ID, Social Security information for everyone on the return, income documents, applicable expense records, and any tax notices you received. We will help you identify anything else your situation requires.
Do I need every document before I book?
No. You can schedule first, then use our Tax Document Checklist to gather your records. If something important is missing, we will explain what is still needed before your return can be completed.
Which filing status should I choose?
Your filing status depends on your marital status, household costs, dependents, custody, and living arrangements. We review the facts with you instead of choosing a status only because it appears to produce a larger refund.
Can I claim Head of Household?
Head of Household has specific IRS requirements. You generally must be unmarried or considered unmarried, pay more than half the cost of keeping up the home, and have a qualifying person. We will review the details and supporting records.
Do you prepare Schedule C returns?
Yes. C&D Tax Solutions works with sole proprietors, independent contractors, gig workers, and side-business owners who report business activity on Schedule C.
What should a Schedule C business bring?
Bring records of all business income, categorized expenses, receipts, mileage logs, equipment purchases, estimated-tax payments, and any 1099 forms. Business income may still be reportable even when no 1099 was issued.
Can you help with a prior-year return?
Yes. Book an initial consultation so we can review what is missing, what has already been filed, and the best next step.
What if I received a letter from the IRS or a state?
Keep the entire notice and every page that came with it. Do not ignore the response date. Schedule a consultation so we can review what the notice says and discuss the appropriate next step.
Can you prepare returns for clients outside Oregon?
C&D offers remote service and can review federal and multistate filing needs. State availability depends on the return, current registration requirements, and whether the filing is within our supported scope. We confirm coverage before work begins.
How do you look for credits and deductions?
We use an interview and document-review process to identify tax benefits that may apply to your facts. Eligibility must be supported by complete, accurate information and required records; no preparer can promise a credit, deduction, or refund before that review.
Why are you asking detailed questions?
Paid preparers have due-diligence responsibilities, especially for certain credits and filing statuses. Questions about residency, support, income, business expenses, and relationships help us prepare an accurate, supportable return.
Can you guarantee my refund amount?
No ethical tax professional can guarantee a refund before reviewing complete and accurate information. Our focus is an accurate return, eligible credits and deductions, clear explanations, and honest expectations.
Is buying a guide or tracker the same as tax preparation?
No. Our digital resources help you learn and organize. Tax preparation, filing, and advice based on your personal situation are separate professional services.