INDIVIDUAL FILING

 

TaxBuddie provides a full range of tax services tailored to diverse financial needs. Our Individual Income Tax Preparation covers federal and state filings, amendments, and specialized services for families and dependents. We offer Year-Round Tax Planning, helping clients maximize deductions, plan for estate and retirement taxes, and optimize investment tax strategies.

For those with foreign income, TaxBuddie handles Foreign Income Reporting, including foreign tax credits, FBAR, and FATCA compliance. We also assist Self-Employed and Freelance clients with 1099 filings, home office deductions, and quarterly tax payments.

Our IRS Representation supports clients facing audits and tax debt, while our Tax Benefits and Credits services help secure key credits like the EITC and education credits. High-net-worth individuals benefit from specialized High-Income Tax Planning, and we provide efficient Estate and Trust Tax Preparation.

With expertise and a client-centered approach, TaxBuddie simplifies tax planning and management for individuals and businesses alike.

1. Individual Income Tax Preparation

  • Federal tax filing (Form 1040, 1040-SR)
  • State tax filing
  • Tax return amendments
  • Filing for dependents and family
     

2. Tax Planning and Consulting

  • Year-round tax planning
  • Tax deductions and credits advisory
  • Retirement tax strategies (IRA, 401(k))
  • Investment income tax strategies
     

3. Foreign Income Reporting

  • Foreign tax credits
  • Reporting of overseas assets (FBAR, FATCA compliance)
  • Expat tax filing services
     

4. Self-Employed and Freelance Tax Filing

  • 1099 tax filing
  • Home office deductions
  • Quarterly estimated tax payments
     

5. IRS Representation
Audit assistance

  • Tax debt resolution and negotiation
  • Payment plan set-up with IRS
  • Tax lien and levy relief
     

6. Tax Benefits and Credits

  • Earned Income Tax Credit (EITC)
  • Child and Dependent Care Credit
  • Education credits (Lifetime Learning, American Opportunity)