Tax Resources

It's best to start gathering your tax documents as soon as you receive them in January. Most taxpayers receive W-2s and 1099 forms by late January or early February. Once you have all your documents, you can schedule an appointment with us to prepare and file your return.

If you can't pay your full tax bill by the deadline, file your return on time anyway and pay as much as you can. The IRS offers payment plans and installment agreements. We can help you understand your options and set up a payment arrangement with the IRS.

If you're self-employed, a freelancer, or have significant income that isn't subject to withholding (like rental income or investment earnings), you generally need to make quarterly estimated tax payments. We can help you calculate the right amount to avoid underpayment penalties.

It depends on your individual situation. The standard deduction for 2024 is $14,600 for single filers and $29,200 for married couples filing jointly. If your total itemized deductions (mortgage interest, property taxes, charitable contributions, etc.) exceed the standard deduction, itemizing may benefit you. We'll help you determine the best approach.

Common business deductions include office supplies, equipment, software subscriptions, advertising, professional fees, vehicle mileage, home office expenses, and business insurance. The key is that expenses must be "ordinary and necessary" for your business. We'll review your expenses and help you maximize legitimate deductions.

Yes! If you receive a notice from the IRS, don't panic—many notices are routine and can be resolved easily. Bring the notice to us, and we'll help you understand what it means and guide you through the appropriate response. Time-sensitive notices should be addressed quickly.