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Helpful Tax Information & FAQs

Find answers to common tax questions and helpful tips to keep you informed throughout the year.

Common Questions

Frequently Asked Questions

For individual tax returns, please bring: W-2s from all employers, 1099 forms (1099-INT, 1099-DIV, 1099-MISC, etc.), Social Security numbers for yourself and dependents, last year's tax return, receipts for deductible expenses, mortgage interest statement (Form 1098), property tax statements, and any IRS correspondence you've received.
Simple individual returns can often be completed in one appointment (1-2 hours). More complex returns involving business income, investments, or multiple states may take longer. We'll give you a time estimate after reviewing your documents.
Our fees vary based on the complexity of your return. We provide a quote before beginning work so there are no surprises. Simple individual returns start at competitive rates, and we offer payment plans for larger engagements.
Yes! We offer secure virtual tax preparation services. You can upload your documents through our secure portal, and we can meet via video call to review your return and answer questions.
Tax Tips

Smart Tax Strategies

Simple ways to minimize your tax burden and keep more of your hard-earned money.

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Maximize Your Retirement Contributions

Contributing to a 401(k) or IRA reduces your taxable income. For 2024, you can contribute up to $23,000 to a 401(k) and $7,000 to an IRA ($8,000 if 50+).

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Don't Forget Education Credits

The American Opportunity Credit (up to $2,500) and Lifetime Learning Credit (up to $2,000) can significantly reduce your tax bill if you or your dependents are in school.

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Track Your Charitable Donations

Keep receipts for all charitable contributions. Cash donations require written acknowledgment, and non-cash donations over $500 require additional documentation.

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Home Office Deduction

If you're self-employed and use part of your home regularly and exclusively for business, you may qualify for the home office deduction using either the simplified or regular method.

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Health Savings Account (HSA) Benefits

HSA contributions are tax-deductible, grow tax-free, and withdrawals for qualified medical expenses are tax-free. Triple tax benefit!

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Review Your Withholdings

Use the IRS Tax Withholding Estimator to ensure you're having the right amount withheld. Avoid surprises at tax time by adjusting your W-4 if needed.

Mark Your Calendar

Important Tax Dates 2025

January 15

Q4 2024 Estimated Tax Payment Due

January 31

W-2s and 1099s Due to Recipients

April 15

Individual Tax Returns Due

April 15

Q1 2025 Estimated Tax Payment Due

June 16

Q2 2025 Estimated Tax Payment Due

September 15

Q3 2025 Estimated Tax Payment Due

October 15

Extended Returns Due

January 15, 2026

Q4 2025 Estimated Tax Payment Due

Still Have Questions?

Can't find the answer you're looking for? We're here to help. Schedule a consultation and let's discuss your specific situation.

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