Frequently Asked Questions
For most individual taxpayers, your federal tax liability is due on the original tax filing deadline, generally April 15, even if you file an extension.
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For other business entities:
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C Corporation (Form 1120): April 15
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S Corporation (Form 1120-S): March 15
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Partnership (Form 1065): March 15
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Trust/Estate (Form 1041): April 15
Income Documents
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W-2s from employers
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1099-NEC or 1099-MISC (self-employment or contract work)
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1099-INT (interest)
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1099-DIV (dividends)
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1099-B (stock sales)
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1099-R (retirement distributions)
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SSA-1099 (Social Security benefits)
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1099-G (unemployment or state tax refunds)
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K-1s from partnerships, S corporations, estates, or trusts
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Deduction and Credit Documents
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Mortgage interest statement (Form 1098)
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Property tax records
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Charitable contribution receipts
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Medical expense records (if itemizing)
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Childcare expenses and provider information
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Education forms (1098-T)
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Student loan interest (1098-E)
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HSA forms (1099-SA, 5498-SA)
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Business Owners (Schedule C)
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Income records
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Expense records
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Vehicle mileage log
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Home office information
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Asset purchases/equipment records
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Health Insurance
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Form 1095-A (Marketplace insurance)
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Any Forms 1095-B or 1095-C you received
Our fees vary depending on the complexity of your return, the number of forms required, and whether you have business, rental, investment, or multi-state tax considerations. We provide transparent pricing before work begins.
Most individual tax returns are completed within a few days after we receive all required documents. More complex returns involving businesses, rentals, trusts, or multiple states may take longer.