Employment income
We gather your W-2 forms and review whether you had multiple employers, name or address changes, or withholding that must be reported accurately.
We prepare · We file
Personal taxes
We prepare and electronically file. Individual returns, W2, 1099, self-employed workers, extensions, and amendments. We review your information to prepare a complete return and apply the deductions and credits for which you qualify under the law.
FIN Solutions does not represent clients before the Internal Revenue Service. Tax results depend on each taxpayer's individual situation and applicable law.
Your situation comes first
A personal return that reflects your full year
Not every taxpayer arrives with a single W-2. You may have changed jobs, worked independently, received 1099 forms, paid education expenses, purchased a home, or experienced family changes. We organize the information before preparing so the return is consistent with your documents and less likely to omit something important.
1099 and self-employment
We organize the forms you received and the income and expense records connected with your independent activity.
Personal changes
Marriage, divorce, dependents, education, moves, and buying a home can change the documents and questions we need to review.
Prior years or corrections
If you did not file a year or found a possible omission, we review the available information to define whether a return or amendment should be prepared.
What we do during preparation
The goal is to prepare a complete return from the information you provide and explain what is still needed before filing.
Income review
W-2, 1099, interest, distributions, benefits, and self-employment records, depending on your situation.
Applicable deductions and credits
We review available records to identify deductions and credits for which you may qualify under the law. We do not promise a refund amount.
Preparation and e-file
We prepare the return and, when eligible and authorized, file it electronically.
Extensions
If you need more time to file, we can prepare the applicable request. An extension to file does not automatically extend the time to pay tax owed.
Amendments
We review changes to income, filing status, dependents, deductions, or credits to determine whether the records support an amended return.
Copy and next steps
You receive a copy of the filed return and a general explanation of the records to retain and the administrative steps that follow.
What to have ready
The exact list depends on your facts. These groups help you get started without overlooking common information.
Identity and prior return
- Identification and tax information for each person included on the return.
- A copy of the prior return and any IRS identity-protection PIN you received.
- Bank information if you select direct deposit or electronic payment through the secure process.
Income for the year
- Forms W-2 and 1099 you received.
- Payment-app, platform, self-employment, or independent-business income records.
- Applicable interest, dividend, retirement, unemployment, Marketplace, or other income documents.
Credits, deductions, and payments
- Applicable education, dependent-care, housing, charitable, or health-expense records.
- Income and expense records if you were self-employed, including mileage and estimated payments.
- Letters or notices related to a return we prepared, but not through the public form.
Do not send Social Security numbers, dates of birth, tax forms, or documents through the public form. After the initial contact, we will explain the appropriate process for sharing necessary information.
How we move forward
An organized process helps avoid preparing with incomplete information or finding documents after filing.
Initial conversation
We identify the tax year, income sources, and relevant personal changes.
Personalized list
We tell you which documents your situation requires instead of using a generic checklist as a substitute for review.
Preparation and questions
We organize the information, identify missing items, and clarify inconsistencies before finalizing.
Review and authorization
You review the prepared return and authorize electronic filing when applicable.
Delivery and follow-up
You receive your copy and administrative instructions related to the filing.
Personal tax FAQs
Direct answers to common questions before getting started.
7 questions available
Official resources to help you prepare
Review general information directly from the IRS. These links do not replace a review of your facts.
Let's begin
Leave us your information and we will contact you in the language and through the method you prefer.