Returns We Can Help With

  • Wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits, among other types of income.
  • Self-employment income, with limits.
  • Most income reported on Form 1099-NEC, Form 1099-K, or Form 1099-MISC.
  • Schedule K-1 that includes only interest, dividends, capital gains/losses, or royalties.
  • Charitable cash contributions.
  • Qualified Business Income deduction.
  • Economic Impact Payments (aka Stimulus Payments).
  • Itemized deductions, including noncash contributions to charity that total no more than $5,000.
  • Cancellation of nonbusiness credit card debt.
  • IRA contributions — deductible or not.
  • Most credits, such as earned income credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, simplified method foreign tax credit, self-employed sick leave or family leave credit, and retirement savings credit.
  • Repayment of first-time homebuyer credit.
  • Estimated tax payments.
  • Injured spouse allocation, depending on state.
  • Health Savings Accounts (HSA).
  • Amendments to filed returns.
  • Prior three tax years’ returns.