You’ll typically need your W-2s, 1099s, other income statements, proof of deductions (like receipts or mortgage statements), and personal info such as Social Security numbers. For business owners or self-employed clients, include profit/loss reports and expense records. The more organized your documents, the faster and more accurate your return will be.

With e-filing and direct deposit, most refunds are received within 21 days. Paper returns can take 6-8 weeks.

Yes! Self-employed individuals and 1099 workers must report their income just like W-2 employees, but you’ll also need to track your expenses and deductions to reduce taxable income. We help freelancers and contractors maximize deductions and stay compliant.

Maximizing your refund comes down to claiming all eligible deductions and credits—like education, childcare, home office, or business expenses for self-employed clients. Accurate record-keeping and consulting a tax professional ensures you don’t leave money on the table..

The IRS offers options like payment plans to pay your tax balance over time. It’s important to file your return on time even if you can’t pay in full to avoid late filing penalties. Consulting a tax professional can help you find the best strategy for your situation.