Services
The only service being offered is preparation of tax year 2024 individual income tax returns. The specific individual income tax returns that may be prepared are the federal Form 1040 and the Indiana Form IT-40. If you live in one of the states that does not have state income tax filing requirements (Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, and Wyoming), you could also qualify to be a client.
Here are some common situations where people should qualify to be a client:
- A single individual with no kids, a W-2 job, student loan interest, and owns a home.
- A single individual with kids and sole custody, a W-2 job, and rents an apartment.
- A married couple with no kids, two W-2 jobs, has investment accounts, owns a home, and itemizes their deductions.
- A married couple with no kids, one W-2 job, owns their own business, owns a home, and itemizes their deductions.
- A married couple with kids not in college, two W-2 jobs, pays for daycare, owns a home, and contributes to 529 accounts.
- A married couple with kids not in college, one W-2 job, owns their own business, has a rental property located in Indiana, pays for daycare, and owns a home.
- A married couple that is retired with social security benefits, taxable retirement distributions (box 7, code 7 of 1099-R), owns a home, and itemizes deductions.
- A single individual that is retired with social security benefits, required minimum distributions from their IRA (box 7, code 7 of 1099-R), and rents an apartment.
The above list of qualifying situations is not all inclusive and there are many other combinations of tax situations that qualify. Please see the DO I QUALIFY TO BE A CLIENT link in step one of the home page if you are interested in becoming a client as this will guide you through the various qualifications.
