What you'll need
• Photo ID and SSN/ITIN for everyone on the return • Prior year AGI (to e-file) • W-2s, 1099s, and any K-1s • Bank routing & account for direct deposit • Receipts for deductions you'll itemize • Health coverage information
Choosing the right form
Most individuals file Form 1040. Self-employed taxpayers add Schedule C. Rental income adds Schedule E. Investment income adds Schedule D. Itemized deductions go on Schedule A. We handle every schedule for you if you'd rather not.
E-file vs. paper
E-file with direct deposit returns refunds in ~21 days. Paper returns can take 6+ weeks. Always e-file when possible — the IRS officially recommends it.
By taxpayer type
First-time filer
Start with the IRS Free File program if your AGI is under the annual threshold.
Self-employed
Schedule C + Schedule SE are required. Pay quarterly estimated taxes to avoid penalties.
Married filing jointly
Combine income, withholding, and deductions on one return. Usually the lowest tax.
Head of household
Unmarried + supports a qualifying person. Lower rates than single filing.
Prior-year client
We have your prior return on file — intake takes 5 minutes.