Individual Tax Filing For Individuals & Families
Smart Tax Filing for Individuals
Deductions and Credits
We go through the deductions and credits that apply to you so you don't pay more than you owe.
Help With IRS Letters
If the IRS has questions about a return we prepared, we help you understand the letter and respond.
E-Filing
Returns are filed electronically, with direct deposit for any refund.
Year-Round Support
Ask us questions during the year, not just at tax time. We reply within one business day.
What You'll Need
Use our checklist to gather everything before you start.
Income Documents
- W-2 forms from all employers
- 1099-NEC for freelance work
- 1099-INT for interest income
- 1099-DIV for dividends
- K-1 forms for partnerships
- Social Security benefits statement
Deduction Documents
- Mortgage interest statement (1098)
- Property tax receipts
- Charitable donation receipts
- Medical expense records
- Student loan interest statement
- IRA contribution records
Personal Documents
- Social Security cards
- Driver's licenses/ID
- Previous year's tax return
- Identity Protection PIN
- Bank account/routing numbers
- Health insurance statements
Why Choose Our Tax Services?
We prepare your return carefully, explain what we did in plain English, and reply within one business day when you have questions.
Deductions and Credits
We go through the deductions and credits that apply to you so you don't pay more than you owe.
Help With IRS Letters
If the IRS has questions about a return we prepared, we help you understand the letter and respond.
E-Filing
Returns are filed electronically, with direct deposit for any refund.
Year-Round Support
Ask us questions during the year, not just at tax time. We reply within one business day.
Questions about your taxes?
Send us a few details and we'll get back to you
Frequently Asked Questions
Get answers to common questions about individual taxation. Tax figures and deadlines change every year, so check irs.gov for the current numbers.
Ready to Get Your Return Done?
Tell us what you need and we'll reply within one business day.