INDIVIDUAL TAX RETURNS

Tax Filing Requirements for US Citizens and Residents

If you’re a U.S. citizen or resident living in the United States, you are generally required to file a federal income tax return each year—if your income meets the IRS minimum filing thresholds.

To find out whether you need to file, you can use the IRS tool: Do I Need to File a Tax Return?

Filing Doesn’t Always Mean You Owe Taxes

Filing a federal tax return doesn’t automatically mean you’ll owe taxes. In fact, you may be eligible for valuable tax credits and deductions that reduce or eliminate your tax liability, including:

• Standard or Itemized Deductions

• Earned Income Tax Credit (EITC)

• Child Tax Credit

• Education Credits

Understanding which tax benefits apply to your situation can make a big difference in your bottom line. Contact us today to find out how we can help you file accurately and maximize your refund—or minimize what you owe.

Do You Need to File a State Tax Return?

While filing a federal tax return is common knowledge, many taxpayers overlook the need to file a state tax return as well. Whether you’re an employee, self-employed, or receiving other forms of income, your state may require a separate return.

Each state has its own tax laws and income thresholds, so filing requirements can vary widely. Even if you don’t owe federal taxes, you may still have a state filing obligation based on your residency, income sources, or deductions.

Need help figuring it out? We can determine whether your state requires a return and guide you through the process.

How to Correct Mistakes on Your Tax Return

Not every mistake on a tax return requires a correction—but when necessary, filing an amended return can help ensure your tax records are accurate. Whether it’s a federal or state return, we can help determine if an amendment is needed and guide you through the process.

How We Can Help?

We specialize in helping clients correct tax filing errors. If you need to amend your tax return, we’ll guide you through the process and assess whether preparing an amended return is the right solution to correct your tax position. The IRS allows you to file an amended return using Form 1040-X to fix inaccurate or improperly filed returns.

Federal and State Tax Amendments

If you amend your federal tax return, you’ll likely need to make the same adjustments to your state tax return for that tax year (if applicable). We can help ensure both your federal and state returns are in sync.

Get Expert Help with Your Tax Returns

Let us provide a thorough review of your previously filed federal and state tax returns. Our expert team will help you identify any issues and ensure you’re on track for an accurate tax filing. We’re here to guide you every step of the way.

Get Back on Track with Your US Tax Returns

Have you missed filing tax returns in previous years and want to get back in compliance with your US tax obligations?

Whether you’ve fallen behind for personal reasons or just haven’t filed yet, it’s crucial to take action and bring your tax filings up to date to avoid penalties and interest from the IRS.

We can help you determine which returns you need to file, and assist you in submitting them to the IRS so you can become compliant and get back in good standing.