Barton CPA | Personal Tax

OUR SERVICES

Personal Tax Returns

Individual taxpayers face a range of complexities, from W-2 employment to Schedule C self-employment income, investment gains, rental activities, and beyond. At Barton CPA PLLC, we specialize in identifying deductions, credits, and planning opportunities to help you keep more of your hard-earned money. We tailor our approach to your unique financial situation, ensuring full compliance with the latest IRS rules.

1. Form 1040 Preparation

We prepare Form 1040 for single, married filing jointly, head-of-household, and other filing statuses. We also handle additional schedules like Schedule A (Itemized Deductions), Schedule C (Business Income), Schedule D (Capital Gains/Losses), and Schedule E (Rental Real Estate and Royalties).

Example: A high-net-worth individual may require detailed capital gains analysis across multiple brokerage accounts, ensuring correct reporting of short-term vs. long-term gains.

2. Individual Tax Planning

We assess potential deductions (e.g., mortgage interest, charitable contributions, and educational credits) and integrate retirement planning (IRA, 401(k), Roth conversions) to minimize your tax liabilities.

Example: An individual nearing retirement might benefit from a partial Roth conversion during a low-income year to optimize future tax rates.

3. State & Local Tax Compliance

For clients relocating or maintaining dual residencies, we advise on state and local tax issues like domicile rules, nonresident returns, and reciprocal tax agreements.

Timely Filing Emphasis

Deadline: April 15 (or the next business day if the 15th falls on a weekend/holiday) for calendar-year taxpayers.

Failing to file or pay by the deadline can trigger penalties and interest. We maintain a systematic approach to gather client data, finalize returns, and e-file on time. We also process extensions when needed (Form 4868).

FAQs

Frequently Asked Questions: Personal Tax

Form 1040 is the standard individual income tax return for most U.S. taxpayers.

You may need additional schedules—such as Schedule A (itemized deductions), Schedule C (profit or loss from a business), Schedule D (capital gains and losses), Schedule E (rental income, royalties, partnerships), etc.—depending on your sources of income and deductions.

Example: A sole proprietor running a small consulting business will file Form 1040 with Schedule C.

You choose whichever deduction is larger. The standard deduction is a flat amount based on your filing status (e.g., single, married filing jointly).

Itemized deductions include mortgage interest, state/local taxes, charitable donations, medical expenses (over a certain threshold), etc.

If your eligible itemized expenses exceed the standard deduction, you benefit from filing Schedule A. Otherwise, take the standard deduction.

For calendar-year individual taxpayers, Form 1040 is generally due April 15 (or the next business day if the 15th falls on a weekend/holiday).

You can file Form 4868 to request an automatic six-month extension, moving the filing deadline to October 15—but note that any tax owed is still due by April 15 to avoid interest and penalties.

HOW IT WORKS

Easy Step Process

Consultation

Service Process

Together we will agree on a plan and approach and scheduled delivery date.

Delivery

Deliverables will be discussed with you and will obtain your approval before final issuance.

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Personal Tax