Filing season is open. Federal deadline: — the earlier your documents arrive, the more time there is to catch what’s missing.
Filing season is open. Federal deadline: April 15 — the earlier your documents arrive, the more time there is to catch what’s missing.
Individuals, the self-employed, and small businesses.
Three kinds of work. No fourth card, and no claim to file forms that have not been confirmed.
Individual returns
Federal 1040 with the schedules your situation actually needs. Florida has no personal income tax, so most residents file federal only — if you moved or earned income elsewhere, that state comes too.
Wages, investments, and the schedules that actually apply — not a stack of forms added to raise the bill. Florida residents usually file federal only. A move or out-of-state income is a separate conversation, quoted before it starts.
Form list TBD
Self-employed & contractors
1099 income, home office, vehicle, and equipment depreciation. If you started working for yourself this year, we’ll also set up quarterly estimates so next April isn’t a surprise.
Contractors and sole proprietors are the usual case: income, ordinary expenses, and estimates so next April is planned. This page does not list every form. The exact form list is TBD pending confirmation of what is prepared.
Form list TBD
Prior year & amended
Unfiled years, corrections, and returns another preparer got wrong. Quoted per year, and we work oldest to newest so the IRS sees you moving in the right direction.
Unfiled years and amendments are quoted per year, oldest first. The goal is a complete, accurate filing — not a lecture. I do not appear before the IRS on your behalf.