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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.
Ready to get started?
Book a free 15-minute intro call and we'll walk you through exactly what's needed.
Let's talk →