Individuals and families
Individual tax returns, prepared by your CPA
Federal and Virginia tax returns prepared and reviewed by a licensed CPA, with a clear explanation of the result.
What’s included
- Federal Form 1040 and Virginia Form 760, prepared and e-filed
- Part-year and nonresident Virginia returns (Form 760PY and 763) if you moved in or out of the state
- Extensions when you need more time, with an estimate of what to pay by the original due date
- A plain-English summary of your return and anything to plan for next year
Situations we often help with
- W-2 income with investments: dividends, interest and stock sales (Form 1099-B)
- Stock compensation such as RSUs and employee stock purchase plans
- Rental property income and expenses
- Side income or freelance work (Schedule C)
- Marriage, a new baby, a home purchase or a move between states
- Retirement distributions and Social Security
What to bring
Your W-2s and 1099s, last year’s return, ID, and records for deductions such as mortgage interest (Form 1098), property tax, charitable gifts and childcare. Our tax document checklist has the full list.
The Federal tax deadline is Thursday, April 15, 2027 and the Virginia tax deadline is Monday, May 3, 2027. See every date on our 2027 tax calendar.
Individual tax return FAQs
When is my 2026 federal tax return due?
Thursday, April 15, 2027. An extension (Form 4868) moves the filing date to October 15, 2027, but any tax you owe is still due by April 15.
When is my Virginia return due?
Virginia individual returns (Form 760) are normally due May 1. In 2027, May 1 falls on a Saturday, so the due date is Monday, May 3, 2027.
I moved to Virginia during the year. Do I file two state returns?
Usually, yes. You generally file a part-year resident return in each state you lived in during the year, splitting your income by where you lived and earned it. We prepare both.
How long will my refund take?
The IRS issues most refunds for e-filed returns with direct deposit within 21 days. You can track yours with the IRS Where’s My Refund? tool.