Tax Filing Guide

Everything you need to file your 2025 taxes — in order. Start with the intake questionnaire, then work through each section.

Start Your TaxesDocument Checklist
  1. 1

    Start Your Taxes

    Answer a short set of yes/no questions about your situation — citizenship, income sources, mortgage, dependents, self-employment — and we will tell you exactly which forms and sections apply to you.

    Begin Intake Questions →
  2. 2

    Gather Documents

    W-2s, 1099-NEC/MISC/INT/DIV/B, 1098 mortgage interest, 1098-T/E education, property tax records, charitable receipts, K-1 forms, 1095-A, and SSA-1099. Have everything on hand before you start.

    Document Checklist →
  3. 3

    Review Income

    Verify wages, self-employment income, and investment gains/losses. Check OBBBA 2025 provisions: tips deduction (up to $25K), overtime deduction (up to $12.5K), and senior bonus deduction ($6K).

    Income Review →
  4. 4

    Deductions & Credits

    Standard vs. itemized, SALT ($40K new cap), Child Tax Credit ($2,200/child), OBBBA car loan interest deduction ($10K), education credits (AOC/LLC), energy credits, and HSA contributions.

    Deductions Guide →
  5. 5

    File Returns

    Choose a federal filing method (IRS Direct File, Free File, or a provider). File state return through your state portal. Request an extension with Form 4868 if you need more time. Final review before submission.

    Filing Options →
  6. 6

    Pay & Confirm

    Choose a payment method (Direct Pay, EFTPS, installment agreement), pay state taxes, set up quarterly estimated payments if needed, track your refund, and save records for 7 years.

    Payment Setup →
Note: This is a general filing guide. Specific advice requires a qualified tax professional who knows your situation.