Individual tax returns
Adam prepares your federal Form 1040 and any state returns you need. You answer a short questionnaire and upload your documents through the secure client portal, Adam prepares the return and asks about anything that is unclear, and you review and sign electronically before it is filed.
Who this is for
- Individuals and families in Waxahachie, Ellis County and the Dallas-Fort Worth area
- People who moved to or from Texas during the year, or earned income in another state
- Anyone who needs to fix a return that was already filed
- Self-employed people who need help with quarterly estimated payments
What is included
What Adam prepares
- Federal Form 1040 and state returns
- Part-year and multi-state returns when you moved or earned income in another state
- Amended returns when something was missed or has changed
- Extensions when you need more time to file
- Quarterly estimated tax payments, worked out from your income so far this year
How the work happens
- A yearly tax organizer in the client portal asks the questions that matter for your return
- You upload documents in the portal instead of sending them by email
- You sign the IRS e-file authorization (Form 8879) electronically, and spouses can each sign
- You receive a copy of the filed return in your portal documents
Documents to have ready
You do not need everything before the first call. Upload what you have through the client portal and Adam will tell you what is missing.
- Photo ID, and Social Security numbers for everyone on the return
- Last year’s tax return
- W-2s from every employer
- 1099s for interest, dividends, retirement distributions and contract work
- 1098s for mortgage interest and student loan interest
- K-1s from partnerships or S corporations
- Records of any estimated tax payments you made
- Health insurance forms (1095-A, B or C) and charitable donation receipts
Questions about individual tax returns
Fees depend on the work. Read how fees work.
Can you file my return if I lived in two states this year?
Yes. Adam prepares part-year and multi-state returns. Tell us the dates you moved and where you earned income, and we will work out which states need a return.
Can you fix a return I already filed?
Yes. If something was missed or has changed, Adam can prepare an amended return. Send us a copy of the return you filed and the documents that changed.
Book a call with Adam
Pick a time for a 15-minute call. There is no obligation. Tell Adam what you need and he will explain how he can help and what it would cost. If you would rather talk now, call the office at 469‑213‑8492.