Personal tax preparation

Personal tax preparation for individuals and families in Ballwin and the greater St. Louis area

This is the page for people who are done guessing at forms, credits, and deadlines. Candy Omlid Tax Services works with clients in Ballwin, Chesterfield, Ellisville, and nearby St. Louis communities who want careful preparation and a real person to call when questions come up.

Common reasons people reach out include multiple income sources, retirement income, new dependents, property sales, investments, and returns that simply need more attention than a one-size-fits-all tax office provides.

When personal taxes stop feeling simple

  • Your income comes from more than one place, so the return is no longer simple.
  • You have W-2, 1099, brokerage, retirement, or K-1 documents that need to match up cleanly.
  • A life change such as marriage, divorce, a home sale, or a new dependent changed your filing picture.
  • You want help understanding credits, estimated payments, or why last year's return turned out the way it did.
  • You would rather work with a local tax preparer who can answer follow-up questions after filing.

What working together looks like

We start by understanding the full picture so missing documents, deadline risks, and unusual items show up early.

Your return is prepared with clear communication about filing options, credits, payment expectations, and next steps.

After filing, you still have someone local to contact if a notice arrives or another question comes up.

Personal tax help that matches real life

Personal tax preparation

Returns for individuals who need more than a software prompt and a quick upload.

Family tax support

Filing help for households managing dependents, credits, and changing income.

Retirement and transition years

Guidance when distributions, new income sources, or major life events change the numbers.

What To Bring

W-2, 1099, and other income statements

Prior-year return and carryforward details

Retirement distribution and contribution records

Childcare, education, healthcare, and credit-related documents

Estimated payment confirmations, brokerage summaries, and state notices

Talk with a local tax preparer about your return or business

CO

Candy P. Omlid

Owner & Accountant

  • B.A. Accounting, University of Missouri, 1982
  • Also registered in California and New York
  • Mother of three wonderful boys

Thank you for reaching out. Responses may take a little longer than usual while we care for current clients.

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We are handling a high volume of work right now, so in some cases we may not have the capacity to take on additional clients. We truly appreciate your patience and understanding, and we will let you know as clearly and promptly as we can.

Candy is my one and only go-to for all things accounting and taxes. She always takes time to answer my questions and explain my options.