The Catholic CPA
Individual Tax Preparation for Individuals & Families
The Catholic CPA helps individuals and families prepare accurate federal and applicable state income tax returns. Matthew R. Plese, CPA, is an Illinois-licensed Certified Public Accountant based in Chicago who serves clients remotely throughout the United States. You do not need to be a member of the clergy or affiliated with a Catholic organization to use the practice.
Individual Income Tax Return Services
- Preparation of Form 1040, Form 1040-SR, and applicable federal and state individual income tax returns.
- Tax reporting for wages, interest, dividends, capital gains, retirement distributions, and other investment income.
- Reporting for rental properties, self-employment income, and partnership or S corporation Schedule K-1 amounts.
- Assistance with stock compensation, including restricted stock units (RSUs), and cryptocurrency transactions where applicable.
- Preparation of prior-year and amended returns, and responses to IRS or state tax notices.
Personal Tax Planning
- Review of estimated payments and withholding when income changes during the year.
- Evaluation of potentially available deductions, credits, and retirement-related tax considerations.
- Planning for investments, capital gains and losses, rental income, and changes in filing circumstances.
- Review of state filing obligations when a client works, resides, or earns income in more than one state.
How Remote Tax Preparation Works
Contact the practice by email to explain the tax preparation or consulting services you need.
Receive a request for the relevant tax documents, including prior-year returns where helpful.
After the documentation is reviewed and the engagement is accepted, the return is prepared and any necessary questions are addressed.
Review the completed return and receive filing instructions or electronic filing assistance as applicable. Use the secure document-sharing method provided for confidential tax records; do not send Social Security numbers or full tax records through an ordinary website contact form.
Frequently Asked Questions
Do I have to live in Illinois?
No. The practice works remotely with clients across the United States, subject to the requirements of the particular engagement and applicable state rules.
Can you prepare more than one state return?
Yes, when the engagement includes the applicable filings. Multiple-state filing requirements depend on residence, work, and sources of income.
Where can I find your prices?
The published fee schedule lists minimum fees for common tax returns, forms, and additional services. Your final fee depends on the scope and complexity of the engagement.
For professional guidance tailored to your situation, contact The Catholic CPA by email. Review the Fee Schedule for published minimum fees. The availability and scope of services will be confirmed for each engagement.
Related Services
Reference: IRS information on individual income taxes. This page provides general information, not individualized tax advice.