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2024 Filing Deadline: April 15, 2025
Last chance to claim credits or refund for 2021: April 15, 2025
Last chance to file 2020 and earlier tax returns: no deadline
To start the process, you can schedule an appointment or fill out our intake form below and drop off your documents at one of our offices or submit them electronically.
We aim to prepare your tax return within a week of receiving all of your information. This time may be shorter or longer depending on the complexity of your tax return and if we need additional information.
Once done, we'll set up a meeting to explain your tax return so you understand it before signing. This can be a virtual or an in-person meeting. Whatever works best for you! Then sign, pay, and we'll file.
Even though the tax season happens every year, it's still good to have a checklist on how to prepare. Once you have everything, start the process by scheduling an appointment or filling out our intake form.
Before starting the tax process, make sure you've received all the expected tax forms. These include W2s, 1099s, 1098s, Sch K1s, and 5498s. Remember, not all taxable income is reported on a form. Don't forget to gather that information.
If you'll be claiming tax benefits, gather all receipts, including medical bills, school expenses, donations, gambling losses, energy efficient home improvements, EV purchases, child care payments, adoption costs, and more.
For rental property investors and day traders, prepare a profit & loss statement. For crypto traders, get a record of all transactions (purchases, sales, AND exchanges).
If you're a contractor or received payment for goods or services, prepare a profit & loss statement and locate your mileage log. Find your EIN if applicable.
