Resources

Tax Resources

Helpful guides, checklists, and information to make tax season easier.

Documents to Bring

Income Documents

  • All W-2 forms from employers
  • 1099-NEC forms (contractors)
  • 1099-MISC forms (miscellaneous income)
  • 1099-INT/1099-DIV (interest & dividends)
  • 1099-G (government payments)
  • SSA-1099 (Social Security benefits)

Personal Information

  • Social Security cards (you & dependents)
  • Photo ID (driver's license or passport)
  • Bank account info (for direct deposit)
  • Previous year's tax return
  • Childcare provider info (if applicable)

Important Tax Dates

Jan 15

Q4 Estimated Tax Payment Due

For self-employed individuals

Apr 15

Tax Day Deadline

Federal tax returns due (or extension request)

Jun 15

Q1 Estimated Tax Payment Due

For self-employed individuals

Sep 15

Q2 Estimated Tax Payment Due

For self-employed individuals

Jan 15

Q4 Estimated Tax Payment Due

For self-employed individuals

Tax Tips

Keep Good Records

Save all receipts and documents throughout the year. Use a folder or digital app to stay organized.

Don't Miss Deductions

Medical expenses, charitable donations, and student loan interest can all reduce your taxable income.

Home Office Deduction

If you work from home, you may qualify for a deduction based on the square footage of your workspace.

Contribute to IRA

Traditional IRA contributions may be tax-deductible and reduce your taxable income.

Self-Employed? Save for Taxes

Set aside 25-30% of income for taxes. Quarterly payments are due to avoid penalties.

File on Time

File by the deadline or request an extension to avoid late filing penalties.

Need Help?

We're here to answer any questions and help you get the most out of your tax return.