Yes, we’re equipped to handle complex tax situations that software may struggle with, such as self-employment, multiple income sources, and small business tax needs. We take the time to ask questions and ensure nothing is missed.

Sometimes, but you get what you pay for. Tax software covers general needs, but it doesn’t offer the in-depth, personalized service that a dedicated tax professional can provide. We work to maximize your return, which could save you more in the long run.

We double-check each return to make sure every detail is correct, helping to prevent audits or errors. Our team stays up-to-date on tax law changes, so you can be confident your taxes are done right.

Yes, we’re here year-round, not just during tax season. If you have questions or need advice, you can reach out any time. This level of accessibility is something tax software or chain services often don’t provide.

Yes. If the IRS has questions, we’re here to help—unlike software programs that leave you on your own. We offer audit support to guide you through any challenges with the IRS, giving you peace of mind.

Absolutely! At Steppin Stone Tax, you work directly with real tax professionals who understand your unique situation—not a software program. We offer guidance tailored to your needs, helping you maximize your tax return.

We understand the unique needs of small businesses and can offer specific guidance for maximizing deductions, planning for the future, and managing your business finances effectively. Plus, you’ll always work with a dedicated tax expert who knows your business.

The forms depend on your business type. If you’re a sole proprietor, you’ll likely use Schedule C with your regular tax return. Corporations use a different form (Form 1120). We can help you find the right forms and deductions for your business.

Generally, you’ll need: Proof of your income (like W-2s or 1099s), Records of certain expenses (like mortgage interest or donations), and Information on investments or any freelance/self-employed work. We can provide a checklist specific to your needs.

Common ways to lower taxable income include contributing to retirement accounts like a 401(k) or IRA, taking advantage of tax credits, and deducting qualified expenses. Speak with one of our tax professionals to explore the options that best fit your situation.

It's best to wait until you have everything. But if forms are delayed, you can request more time to file so you won’t get a penalty.

The EITC is a tax break for low- and moderate-income people. If you qualify, it could reduce the tax you owe or give you a refund. We can help check if you’re eligible.

For most individuals, the deadline to file federal income taxes is April 15th. However, if this date falls on a weekend or holiday, the deadline may shift. Extensions are available if requested by April 15th.

Keep tax records for at least three years. If you think you might have missed reporting some income, keep them for six years. If you didn’t file a return, keep them indefinitely.

You can set up a payment plan with the IRS to pay over time. It’s better to file on time, even if you can’t pay right away, to avoid extra fees.

The standard deduction is a set amount, while itemizing lets you list certain expenses (like medical bills or donations). Itemizing can be better if those expenses add up to more than the standard deduction. We can help you figure out which is best for you.