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Personal Taxes

Personal taxes are government-imposed levies on individuals' income, property, and transactions. They fund public services and include income tax, property tax, and sales tax, with variations like capital gains tax or estate tax depending on circumstances.


Business Taxes

Business taxes encompass financial obligations imposed by the government on companies, covering aspects like corporate income, payroll, and sales. They include taxes on profits, employee wages, and goods/services sold. Other levies may apply, such as property or excise taxes, depending on business activities.


Extension & Late Filing

Filing an extension for your taxes grants you additional time beyond the original deadline to submit your tax return to the government. This extension typically extends the filing deadline by six months, giving you until October to complete your tax obligations.

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Streamline the process! Complete our client intake form at your convenience, answering the questions and uploading the necessary documents. Once done, expect a prompt phone call from us to discuss and finalize your over-the-phone appointment. 

Tax Prep Documents Checklist

To help you prepare for your tax appointment or for filing your own taxes, we’ve created a checklist to help you know what forms to bring.

Personal Information

  • Your social security number or tax ID number

  • Your spouse’s full name, social security number or tax ID number, and date of birth

  • Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

  • Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose

  • Foreign reporting and residency information - if applicable

Sources of Income


  •  Forms W-2


  • Unemployment (1099-G)


  • Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or 1099-NEC

  • Records of all expenses — check registers or credit card statements, and receipts

  • Business-use asset information (cost, date placed in service, etc.) for depreciation

  • Office in home information, if applicable

  • Record of estimated tax payments made (Form 1040–ES)

Rental Income

  • Records of income and expenses

  • Rental asset information (cost, date placed in service, etc.) for depreciation

  • Record of estimated tax payments made (Form 1040–ES)

Retirement Income

  • Pension/IRA/annuity income (1099-R)

  • Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)

  • Social security/RRB income: SSA-1099, RRB-1099

Savings & Investments or Dividends

  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

  • Income from sales of stock or other property (1099-B, 1099-S)

  • Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

  • Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

  • Expenses related to your investments

  • Record of estimated tax payments made (Form 1040–ES)

  • Transactions involving cryptocurrency (Virtual currency)

Dependent(s) Information

  • Parents and caregivers should gather this information as they review what they need to file their taxes.

  • Dates of birth and social security numbers or tax ID numbers

  • Childcare records (including the provider's tax ID number) if applicable

  • Income of dependents and of other adults in your home

  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Types of Deductions

Home and Vehicle Ownership

  • Forms 1098 or other mortgage interest statements

  • Real estate and personal property tax records

  • Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

  • Electric vehicle information

  • All other 1098 series forms

Charitable Donations

  • Cash amounts donated to houses of worship, schools, other charitable organizations

  • Records of non-cash charitable donations

  • Amounts of miles driven for charitable or medical purposes

Medical Expenses

  • Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

  • Amounts paid for qualified insurance premiums if paid outside of the Marketplace or an employer provided plan

Health Insurance

  • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

Childcare Expenses

  • Fees paid to a licensed day care center or family day care for care of an infant or preschooler

  • Amounts paid to a baby-sitter or provider care of your child under age 13 while you work

  • Expenses paid through a dependent care flexible spending account at work

Educational Expenses

  • Forms 1098-T from educational institutions

  • Receipts that itemize qualified educational expenses

  • Records of any scholarships or fellowships you received

  • Form 1098-E if you paid student loan interest

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