Individual Taxpayers
Tax Return Filing
Filing your taxes can be confusing and complicated. We aim to make that process as pleasant and painless as paying taxes can be! We offer in-person tax appointments, as well as virtual appointments, and the ability for you to mail, drop off or upload your documents for us to prepare.
If you already have a username and password for our client portal, please use the Client Portal link at the top of the page. Otherwise, use the link below to securely upload documents to us.
Helpful links:
Consulting
Do you have a question about the sale of your rental property? Do you need help figuring out your W-2 withholding?
We are happy to assist you.
Estimated Tax Payments
Individuals whose current year withholding will not cover 90% of their current year tax liability or 110% of last year's tax liability should make quarterly estimated payments.
Quarterly payments are due:
4/15/26, 6/15/26, 9/15/26, 1/15/27
2026
- IRS mileage rate for 2026 is 72.5 cents per business mile driven.
- 2026 IRA Contribution limit $7,500 ($8,600 if over 50)
- 2026 Roth Income limit (Single - full contribution under $153,000 AGI, MFJ - full contribution under $242,000)
- IRA Contributions must be made by April 15, 2027 for the 2026 tax year
- 2026 HSA - self-only $4,150 limit
- 2026 HSA - family $8,300 limit
- HSA (55 or older by year-end, $1,000 catch up)
- Annual $19,000 gift tax exclusion (you can gift $19,000 per person each year without filing a gift tax return)
- 529 Plan Contributions must be made by April 15, 2027 for the 2026 tax year
