Individual Tax Filing 

We provide professional individual tax filing services for employees, self-employed individuals, families, and taxpayers with more complex filing situations. Whether you have W-2 income, 1099 income, investment income, or need help with prior-year returns, we are here to help you prepare and file accurately and on time.

Who We Help

We help a wide range of individual taxpayers, including:

  • Employees with W-2 income
  • Self-employed individuals
  • independent contractors with 1099 income
  • Families with dependents
  • Taxpayers with multiple income sources
  • First-time filers
  • Taxpayers who missed prior-year filings
  • Individuals who received IRS letters or notices
  • Taxpayers with education, mortgage interest, or medical expense questions

 

What We Can Help With

Our individual tax services may include:

  • Annual federal individual income tax returns
  • State income tax returns, when required
  • W-2 and 1099 income reporting
  • Self-employment income and expense reporting
  • Dependents and child-related tax questions
  • Education-related tax documents 
  • Mortgage interest and property tax review
  • Estimated tax guidance
  • Prior-year unfiled tax returns
  • IRS letters and notice assistance
  • Extension filing support

 

Common Filing Situations

We can help with many common individual tax situations, such as:

  • Only having a W-2
  • Having multiple W-2s
  • Receiving 1099-NEC or 1099-K income
  • Having self-employment or side business income
  • Claiming dependents
  • Filing after marriage or divorce
  • Handling prior-year unfiled returns
  • Responding to IRS notices
  • Filing an extension when more time is needed

 

What Documents You May Need

The documents needed for individual tax filing may vary, but commonly include:

  • Photo ID
  • Social Security numbers or ITINs for all taxpayers and dependents
  • Prior-year tax return, if available
  • W-2 forms
  • 1099 forms
  • 1098 forms, including mortgage or tuition statements
  • Records of self-employment income and expenses
  • Health insurance information, if applicable
  • IRS or state tax notices, if received
  • Bank account information for direct deposit or payment, if needed

 

Need Help With Your Individual Tax Return?

 

Contact us to discuss your filing needs. We are happy to help with current-year returns, prior-year returns, extensions, and IRS notice questions.