You’ll need your W-2, 1099 forms, previous year’s tax return, identification, and any relevant deduction or credit documentation (e.g., mortgage interest, charitable donations).

The federal tax deadline is typically April 15th unless it falls on a weekend or holiday. State deadlines may vary.

Yes, you can request an extension to file, but this does not extend the deadline to pay any taxes owed.

It is recommended to keep tax records for at least 3-7 years, depending on your situation.

Eligibility for deductions and credits depends on your financial situation. Common deductions include mortgage interest and medical expenses. Credits like the Earned Income Tax Credit (EITC) may apply.

You can check your refund status through the IRS website using the “Where’s My Refund” tool or by calling their hotline.

If you can’t pay your taxes in full, you may qualify for a payment plan or installment agreement with the IRS.

Yes, if you are self-employed and use part of your home exclusively for business, you may qualify for the home office deduction.

Tax laws frequently change. Our team stays up to date on these changes to help you understand how they impact your tax return.

A professional can help maximize your deductions, ensure accuracy, stay compliant with tax laws, and potentially save you time and money.