Tax Resources
Straightforward answers to the questions we hear most — no jargon, no sales pitch.
Federal individual returns are generally due April 15. If you're self-employed or own a business, quarterly estimated payments are typically due in April, June, September, and January. Missing a deadline can mean penalties — even if you're owed a refund, filing late can delay it. If you can't file on time, an extension gives you until October 15 to file, but any tax owed is still due in April.
Start with income forms: W-2s from employers and 1099s for contract work, interest, dividends, or retirement distributions. Then collect records for deductions — mortgage interest statements, property tax receipts, charitable donations, medical expenses, and business expenses if you're self-employed. Last year's return is also a helpful reference. Not sure what applies to you? That's exactly what our intake conversation is for.
Most filers save more with the standard deduction — a flat amount the IRS lets you subtract automatically. Itemizing makes sense when your deductible expenses (mortgage interest, state and local taxes, large charitable gifts, major medical costs) add up to more than the standard amount. We compare both for every client and file whichever saves you more.
If you earn 1099 income, no taxes are withheld during the year — so quarterly estimated payments matter. You can deduct ordinary business expenses: supplies, software, a portion of your home and vehicle if used for work, and health insurance premiums. Good records are everything; we help you set up a simple system so next year is easier.
Every tax situation is different. Tell us yours and a professional will respond — usually within one business day.
Ask us directlyThis page is general information, not tax advice for your specific situation. Consult a tax professional before acting on any guidance here.