Personal Tax Filing

You’ll need income statements (like W-2s, 1099s), identification (like a Social Security number), records of deductions or credits (childcare costs, education expenses, etc.), and last year’s return if available. We’ll guide you through a personalized checklist.

The IRS deadline is typically April 15, unless it falls on a weekend or holiday. We recommend starting early to avoid penalties and ensure you capture all deductions.

Yes! You can still file after the deadline, but late filing may result in penalties or interest. If you’re owed a refund, there’s no penalty—but if you owe taxes, we’ll help you minimize fees and get back on track.

Eligibility depends on your situation. Common ones include the Earned Income Tax Credit (EITC), Child Tax Credit, education credits, and student loan interest deduction. We’ll review your case thoroughly to ensure you don’t miss out.

If your income is below the IRS minimum threshold, you may not be required to file—but you could still be eligible for a refund or credit. We’ll help you determine whether it’s in your best interest to file.

E-filing with direct deposit typically results in a refund within 2–3 weeks. Paper returns or mailed checks may take longer. We’ll ensure your return is filed correctly to prevent delays.

Yes! We assist with prior-year returns, amendments, and resolving notices from the IRS. Whether you missed a filing or need to correct something, we’ve got you covered.