Tax Preparation
Individual returns prepared carefully, reviewed with you, and delivered through a secure portal, with every step visible so you never wonder what is next.
Partnership and S corporation returns (Forms 1065 and 1120-S) are being added for the 2027 filing season. If your situation needs them before then, we tell you plainly whether a coordinated approach or a different preparer fits best.
Seven client-visible steps. Your portal shows the status at every stage, for example Waiting on Your Information, Ready for Your Review and Accepted.
You sign a short letter that lists exactly what we will prepare and what it costs.
Your EZ Financial Fitness Client Portal opens. Documents, questions and signatures live there, never in email.
A short questionnaire that shows only the questions that apply to you.
Upload as they arrive, or photograph them from your phone.
We prepare the return and walk you through it, on a call when that helps.
E-sign the authorization in the portal and pay the invoice there.
We e-file, confirm acceptance and deliver your copies to the portal.
Some older years cannot be e-filed and must be signed and mailed. We prepare the complete package and the instructions, and we tell you which years still qualify for a refund.
Returns for tax year 2026 are due Thursday, April 15, 2027. An extension moves the filing deadline to Friday, October 15, 2027 but not the payment deadline. Georgia honors a federal extension automatically.
Verified October 3, 2026 against IRS Publication 509 and the Georgia Department of Revenue. Re-verified each January.
Pricing depends on complexity. Every engagement starts with a written proposal that shows the exact price before any work begins.
Filing closes the past. Planning secures the future. If your return showed a surprise, a large refund or a large balance due, the next conversation is about Tax Strategy, so next year is decided before it happens.
Who this is for
W-2 income, side income, rentals, investments, prior-year or amended returns.
From the first rental to a growing portfolio or a short-term rental.
This service is one step in the EZ Financial Fitness Experience. Not sure it is the right first step? A free consultation will tell you.
The last 2026 estimated payment is due Friday, January 15, 2027. Who has to pay, how the federal safe-harbor rules work, and what Georgia does differently.
October 8, 2026 · 7 min read
Thursday, April 15, 2027. An extension moves the filing deadline to Friday, October 15, 2027, but any tax owed is still due April 15. Georgia honors a federal extension automatically.
Generally, if you expect to owe $1,000 or more in federal tax after withholding and credits. Georgia has its own test based on income not subject to withholding. The final payment for 2026 is due Friday, January 15, 2027. We calculate your amounts as part of tax strategy or a standalone projection. We do not send generic numbers.
Preparation reports what already happened and files it accurately. Strategy decides what should happen before the year closes, such as contributions, entity and payroll choices, estimated payments and timing, and writes it down with deadlines. Preparation looks backward. Strategy looks forward.
Book a complimentary 20-minute conversation. No documents and no obligation, and you will leave knowing your next step.
