Individual Tax Return
(1040)

Who we work with

We prepare individual federal and state tax returns for clients across a range of situations — W-2 earners, retirees, investors, beneficiaries who received inheritances, and anyone whose return has become more complicated than a software filing can handle well.

Because much of our work involves estates, trusts, and older taxpayers, we're experienced with the situations that trip up generalist preparers: K-1s from multiple sources, inherited assets with stepped-up basis, retirement income with IRMAA implications, and multi-state filing obligations.

What we prepare

• Federal Form 1040 — all filing statuses and schedules
• State returns — all states where you have a filing obligation
• W-2 income, self-employment, rental income, investment income
• K-1s from partnerships, S corporations, estates, and trusts
• Capital gains, sales of real estate, inherited property
• Retirement distributions — RMDs, pension income, inherited IRAs
• Social Security income and the calculations that affect its taxability
• Itemized deductions, charitable contributions, mortgage interest
• Grantor trust filings — when a trust is treated as owned by the grantor for income tax purposes, income flows directly to your personal return and must be reported correctly

Year-round availability

We're available year-round — not just in April. If you have a question in July about a distribution you took, or you receive an IRS notice in November, you can reach us. We don't disappear after tax season.

What we need to get started

• Most recent year's tax return (essential) — last 3 years preferred, especially for a new client, to check for carryforwards and missed items
• All income documents: W-2s, 1099s, K-1s, SSA-1099, 1099-R
• Records of any estimated tax payments made during the year
• Documentation for deductions you plan to claim
• Any IRS or state notices received during the year

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