Profit First Taxes

Individual Tax Return Preparation

Individual tax filing can involve more than completing Form 1040. Explore the video and IRS resources below to learn about filing requirements, records to gather, deductions, credits, and next steps. Schedule a consultation whenever you’re ready to discuss your situation.
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Individual Tax Return Resources

Not sure what belongs on an individual return or whether you are looking at the right service? Use these guides to understand common filing requirements, records, deductions, and next steps. Every return depends on its own facts, so you can schedule a consultation whenever you are ready to talk through your situation.

Schedule a ConsultationHave enough information to discuss your return? Choose a time to speak with Profit First Taxes.

Video Resources from Shane Harris, EA

Watch these videos for practical explanations of common tax preparation questions. Confirm current rules and filing dates with the IRS.

Personal vs. Business Taxes ExplainedUnderstand how personal and business tax responsibilities can differ.Essential Tax Documents ChecklistGet organized with common documents to gather before preparing a return.Itemized Deductions vs. Standard DeductionLearn the basic difference and what to consider when preparing your return.Choosing Your Tax ProfessionalQuestions to consider when deciding who will prepare your tax return.

Official IRS Resources

Use IRS guidance for current forms, filing requirements, records, and tax benefits.

Individual Tax FilingStart here for IRS information about filing an individual federal return.About Form 1040Learn about the main U.S. individual income tax return and related instructions.Gather Your Tax DocumentsReview common information and records to collect before filing.Check Whether You Need to FileReview filing requirement guidance for your circumstances.Credits and DeductionsExplore IRS information about individual credits and deductions.When to FileConfirm current filing dates and due-date information.

These materials are general educational information. Tax treatment, filing obligations, and deadlines depend on the tax year and your circumstances. Review current IRS guidance and consult a qualified tax professional about your situation.

Schedule a ConsultationReady to discuss your return? Book a conversation with Profit First Taxes.

Explore Resources by Topic

Looking for help with another tax or business topic? Explore the related resources below.

Tax Preparation ResourcesExplore individual and business filing topics.Tax ResolutionLearn about IRS notices, balances, payment plans, and collections.Tax PlanningExplore estimated taxes, planning choices, and year-end preparation.Business ServicesLearn about bookkeeping, payroll, reporting, and advisory support.