Straight answers before you begin.

Yes. JC TAX SERVICES is based in Falling Waters, WV and works with clients through a secure remote process, so an office visit is not required.

Most clients start with a prior-year return, W-2s or 1099s, identification, and records for deductions, dependents, rental activity, or business expenses that apply. The right documents vary by return.

Schedule C is generally used to report self-employment activity on an individual return. S-Corporations, partnerships, and corporations may require separate entity returns, with their own records and deadlines.

A home office deduction has specific requirements. The space generally needs to be used regularly and exclusively for qualifying business activity. Share the facts of your work and space so the right questions can be considered.

Keep organized records for income and expenses throughout the year. Receipts, invoices, mileage information, bank records, and notes about business purpose can make filing decisions easier to support.

Record-retention needs can vary by the type of document and situation. Keep copies of filed returns and supporting records, and ask about your particular circumstances before disposing of anything important.

It can be a useful time to review withholding after changes such as marriage, dependents, a new job, a second job, or new self-employment income.

Profit Edge advisory is available for business owners who need more ongoing planning, projections, and structured reviews than an annual filing alone provides.