Tax Services for Individuals

We understand filing your taxes is something you have to cross off the list each year. Simplify this annual task by choosing to work with our experienced tax professionals. At Collins Consulting, we view every client relationship as a partnership. We get to know you and your financial situation on a personal level and make your appointment as painless as possible. 

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Income Tax Preparation and Tax Planning Services

Income Tax Return Preparation

From a simple individual return to a complicated multi-layer financial situation, we've literally seen it all. Over the last 30 years our team has helped thousands of individual and families with their tax return preparation. 

Tax Planning

Let's sit down and create your personalized tax plan to maximize your return or create a structured payment plan. A little planning goes a long way when it comes to tax planning.

Frequently Asked Personal Tax Questions

Here are the most common questions our clients ask about their personal tax returns. 

When are personal taxes due?

On a normal year, individual tax returns are due on April 15th. However, you may file for an extension if needed. Filing an extension gives you six months to file the tax return, due October 15th.

Estimated payment due dates (on a normal year) are:

  • Q1: April 1st
  • Q2: June 15th
  • Q3: September 15th
  • Q4: January 15th

Who needs to file an individual tax return? 

You are required to file a federal income tax return if your income is above a certain level, which varies depending on your filing status, age and the type of income you receive. However, the Internal Revenue Service reminds taxpayers some people should file even if they aren't required to because they may get a refund if they had taxes withheld or they may qualify for refundable credits.1

What materials do I need to file my tax return?

It's important to bring identification documents like an un-expired photo ID such as a drivers license. You will also want to bring any tax and income documents you receive from your employer and others. Additionally, make sure to bring any documents you might use for your deductions, such as receipts for college expenses, interest on your home mortgage, vehicle registration, donations, etc. 

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Scheduling Your Tax Appointment

We've made it even easier to file your tax returns. Simply schedule an appointment, submit your tax documents seven days prior to your appointment, then attend your tax appointment to sign paperwork. 

What to bring to your appointment:

  • Identification documents
  • Tax documents
  • Income documents
  • Tax deduction documents
  • Proof of any dependent on a tax return
  • Voided check for refunds

Can I do my annual tax appointment virtually?

Our team would be happy to meet with you over video conference or the phone. When you make your appointment, request a virtual meeting. 

Request an Appointment

1Source: https://www.irs.gov/newsroom/do-i-need-to-file-a-tax-return-this-year