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Comprehensive Personal Tax Filing Solutions
At Equity Tax, we specialize in simplifying the complex world of U.S. personal taxes. Whether you’re a W-2 employee, self-employed professional, retiree, or investor, our experts manage every detail of your federal and state filings with precision and care. Our approach is personal, not automated — we begin with a one-on-one consultation to understand your goals, income sources, deductions, and life changes. From there, we create a customized strategy designed to minimize your tax liability and maximize your refund, all while keeping you fully compliant with IRS and state requirements.
Unlike generic tax software, our professionals dig deeper into your financial picture to uncover every possible deduction and credit. We review past filings for missed opportunities, address IRS notices promptly, and plan ahead for the next tax year so you’re always one step ahead.
How Our Personal Tax Filing Process Works
We serve Northwest Arkansas, the entire state of Arkansas, and neighboring states, with consulting clients nationwide. Our flexible approach allows us to work with clients through in-person meetings, phone calls, webinars, emails, texts, and messaging.
Intro Consultation and Basic Review
We start with a friendly consultation to understand your goals, income sources, and prior filings. You’ll receive a clear document checklist tailored to your situation.
Discovery
Our team reviews your income forms (W-2, 1099, 1098, K-1, brokerage statements, etc.), deductions, and credits. We look for opportunities to reduce liability while staying compliant.
Build Plan
We craft a custom filing strategy, confirming your filing status, dependents, state obligations, and expected outcomes — with full transparency before submission.
Preparation and Review
We prepare your return using the latest IRS standards, double-check each calculation, and review the results with you before submission.
E-File and Support
Once approved, we securely file your federal and state returns electronically and remain available year-round to help with notices, amendments, or planning.
Why Clients Trust Equity Tax for Personal Tax Filing
Our preparers are seasoned professionals with years of experience in individual U.S. taxation. We’ve handled complex multi-state filings, stock and crypto gains, real estate schedules, self-employment deductions, and more. With continuous IRS training and up-to-date knowledge of the latest tax code changes, we help clients make confident, well-informed decisions that build long-term financial stability.
Beyond Filing — Complete Tax Support for Every Individual
We don’t stop at filing — we help you plan for lasting results. Explore our related services designed to complement your personal tax strategy.
Personal Tax Filing FAQs
Have questions about your taxes? Our experts are here to help you understand deductions, refunds, and compliance — so you can file with confidence and peace of mind.
When should I file my personal tax return?
The federal filing deadline is typically April 15 each year. You can request a six-month extension to file later (usually October 15), but any balance due must be paid by the April deadline to avoid penalties and interest.
What documents do I need?
Common documents include W-2s, 1099s, 1098s (mortgage interest or student loans), K-1s, brokerage statements, crypto reports, Form 1095-A (health insurance), and records for deductions such as childcare, education, or charitable donations.
Can you handle multiple states?
Yes. We prepare part-year and non-resident returns for clients who move or work across states and ensure proper credit coordination to prevent double taxation.
How do you maximize my refund?
We review your filing status, dependents, and credit eligibility — including Child Tax Credit, Education Credits, Earned Income Credit, and energy efficiency incentives — to ensure you receive every deduction you qualify for.
Do you assist self-employed taxpayers?
Absolutely. We help with Schedule C filing, track deductible expenses, calculate self-employment tax, and plan quarterly estimated payments.
How long does it take to receive my refund?
For electronically filed returns with direct deposit, refunds are generally issued within 2–3 weeks, depending on IRS processing times.
What happens if I get an IRS or state notice?
Simply forward it to us. Our experts will review the notice, explain what it means, and assist with any required response or correction.
Can you amend previous returns?
Yes. If you discover a missed credit or error, we can file an amended return (Form 1040-X) and update your state return as needed.