Most people miss deductions they're entitled to—medical expenses, childcare, retirement contributions, home office deductions for the self-employed. A tax preparer ensures you're claiming everything you qualify for while staying compliant. If you're self-employed or have partnership income, the complexity increases significantly, and mistakes can be costly. We identify deductions you might miss, handle all the paperwork, and ensure accurate filing across all jurisdictions.

Self-employed individuals and partners face more complex tax situations than salaried employees. You need to track business expenses, calculate quarterly estimated taxes, claim business deductions properly, and report partnership income accurately. We handle all of this—from business income reporting and expense tracking to home office and vehicle deductions, partnership tax preparation, and partnership income allocation. We also help you plan estimated tax payments so you're never caught off guard at tax time.

You'll need income statements from your employer or payers, receipts for deductible expenses (medical, childcare, donations), records of self-employment income and business expenses if applicable, and partnership documentation if you have partnership income. If you're filing back taxes or have rental income or investments, bring those records as well. Upload everything through our secure portal, and we'll review it all to ensure nothing is missed.

You can file late, but if you owe taxes, you'll face penalties and interest charges that accumulate monthly. The longer you wait, the more you'll owe. If you've already paid your taxes through withholding or installments, filing late won't trigger penalties—but you should still file to claim any refunds and avoid complicating future tax years. If you've fallen behind on multiple years, we can help you get current and minimize penalties through our back tax filing services.