To ensure a smooth and accurate tax filing, please bring the following documents:

• Personal Identification: Driver’s license, Social Security cards for you and your dependents.
• Income Documentation: W-2 forms (wages), 1099 forms (freelance or contract income), 1098 forms (mortgage interest), and any other income-related statements.
• Deductions and Credits: Receipts for charitable donations, medical expenses, mortgage interest, property taxes, student loan interest, educational expenses, and childcare costs.
• Previous Year’s Tax Return: This helps us identify carryover items such as credits or deductions.
• Other Supporting Documents: If applicable, bring information about retirement contributions (IRA, 401(k)), unemployment benefits, and any other sources of income or deductions.

Our fees are based on the complexity of your tax situation. Simple individual returns, such as filing a basic W-2, may cost may vary. More complex returns, such as those involving business income, itemized deductions, or rental properties, may range may vary, please call. We provide a free initial consultation to assess your needs, after which we will provide an accurate quote. For businesses or self-employed individuals, rates vary depending on the services required, such as bookkeeping or tax planning.

The deadline for filing individual tax returns is typically April 15th each year. If this date falls on a weekend or holiday, the deadline may be extended to the next business day. If you are unable to file by the deadline, you can request an extension, which gives you an additional six months (until October 15th). However, please note that while an extension gives you more time to file, any taxes owed are still due by the original deadline, and penalties and interest may apply for late payments.