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Individual Tax Filing

Maximize your returns with our comprehensive personal tax preparation services.

How We Can Help

We provide comprehensive tax preparation services for individuals and families. Our goal is to ensure you get every deduction you deserve while remaining fully compliant with IRS regulations.

Whether you have a simple W-2 return or a complex situation with investments, rental properties, or freelance income, we have the expertise to handle it.

Why It's Important

Filing your taxes correctly is crucial to avoid penalties and audits. Moreover, a professional review can uncover opportunities for tax savings that automated software might miss.

  • Maximize your refund
  • Reduce your tax liability
  • Avoid costly errors
  • Peace of mind

Deadlines

April 15th is the standard deadline for filing individual income tax returns. Extensions can be filed to move the deadline to October 15th, but taxes owed must still be paid by April 15th to avoid interest.

Documents to Bring

To ensure a smooth filing process, please gather the following documents:

  • W-2 Forms from all employers
  • 1099 Forms (Interest, Dividends, Freelance work)
  • Form 1098 (Mortgage Interest)
  • Receipts for deductible expenses (Charity, Medical, Education)
  • Last year's tax return (if you are a new client)

Keeping You Updated

We believe in transparency. Once we file your return, we will provide you with a confirmation and instructions on how to track your refund status directly with the IRS.

Ready to File?

Book your appointment today and let us handle the paperwork.

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