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Individual Tax Returns
Accurate, strategic tax preparation for individuals, families, and high-income earners.
What we'll need
- Prior-year tax return (if new client)
- W-2s, 1099s, and other income statements
- Mortgage interest, property tax, and charitable contribution records
- Health insurance (1095-A/B/C) documentation
- Details on any life changes: marriage, home purchase, new dependents
Key due dates
Individual Return (Form 1040)
April 15
Extended Deadline (Form 4868)
October 15
Dates shown are general guidance and may shift for weekends/holidays or your specific situation.
Related guides
Capital gains: how timing and character decide the tax →
The same dollar of profit can be taxed at 0%, 15%, 20%, 25%, 28% or your ordinary rate, plus 3.8% on top — depending on what you sold, how long you held it, and what else is on your return that year.
Behind on tax returns: what actually happens, and how to catch up →
Not filing is usually more expensive than not paying, refunds expire, and the IRS’s clock on your unfiled years never starts. The good news is that catching up is a well-worn path, and the sooner it starts the less it costs.
Amending a tax return: when to do it, how far back you can go, and what to expect →
An amended return corrects a return you’ve already filed. Whether you need one, and whether a refund is still available, depends on what changed and how much time has passed.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
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