Tax guidance, simplified for you
Practical checklists, plain-language answers, and tools to help individuals and small businesses prepare, file, and stay compliant with confidence.
What to have ready
Gathering these documents ahead of time keeps your return accurate and speeds up the whole process.
Personal Information
- Social Security Number or ITIN
- Photo ID
- Bank account & routing (for direct deposit)
- Dependents' info & dates of birth
Income Documents
- W-2s from all employers
- 1099s (NEC, MISC, INT, DIV, R)
- Self-employment & gig income records
- Investment & retirement distributions
Deductions & Credits
- Receipts for business expenses
- Mortgage interest (1098)
- Student loan interest (1098-E)
- Childcare & education costs
Business Records
- Profit & loss statement
- Quarterly estimated payments made
- Payroll filings (if applicable)
- Equipment & asset purchases
Prior-Year Info
- Copy of last year's return
- Any IRS letters or notices
- Identity Protection PIN (if issued)
- ACA / health coverage forms
Account Access
- IRS online account login
- Prior-year tax transcripts
- State tax account (if applicable)
- Records of any estimated payments
Answers, in plain language
What's the tax filing deadline?
For most individuals, the federal deadline is April 15. If it falls on a weekend or holiday, it shifts to the next business day. Extensions give more time to file — not more time to pay.
Do I need to file if I had no income?
It depends on your age, filing status, and income type. Even without a filing requirement, filing can unlock refundable credits or protect your records — we'll help you decide.
What is an ITIN, and how do I get one?
An Individual Taxpayer Identification Number lets people without a Social Security Number file and pay U.S. taxes. We can help you prepare and submit the application.
What if I missed prior years?
You can still file back tax returns. Filing sooner minimizes penalties and interest, and lets you claim any refund still available from those years.
How do quarterly estimated taxes work?
If you're self-employed or have untaxed income, you may need to pay estimated tax four times a year. We'll calculate the amounts and remind you when they're due.
Can I deduct my home office?
Many self-employed taxpayers can, if the space is used regularly and exclusively for business. We'll walk through the rules and pick the best method for you.
Ready to get your taxes done right?
Bring your documents and we'll handle the rest — clear answers, accurate returns, and guidance you can reach directly.