Helpful Resources for Your Financial Journey

Although the list of items varies for every client, all filers will need:

• Photo identification (driver’s license, passport, or government-issued ID)
• Social Security cards for all filers and dependents
• Bank information (routing and account number) for direct deposit or payments

Depending on your situation, you may also need:

• Income Forms: W-2s, 1099s, unemployment (1099-G), business income records, rental income documentation
• Deductions: Mortgage interest (1098), property taxes, charitable donations, medical expenses, childcare costs (with provider ID)
• Education & Retirement: 1098-T (tuition), 1098-E (student loan interest), IRA or HSA contributions (5498 series)
• Other: Investment or dividend income (1099-INT, 1099-DIV), health insurance forms (1095-A), and any other tax-related documents

A detailed checklist is available here: View Full Tax Document Checklist

According to the IRS and the Period of limitations that apply to income tax returns:

• Keep records for 3 years if situations (4), (5), and (6) below do not apply to you.
• Keep records for 3 years from the date you filed your original return or 2 years from the date you paid the tax, whichever is later, if you file a claim for credit or refund after you file your return.
• Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction.
• Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return.
• Keep records indefinitely if you do not file a return.
• Keep records indefinitely if you file a fraudulent return.
• Keep employment tax records for at least 4 years after the date that the tax becomes due or is paid, whichever is later.

For Individuals

• April 15th: Deadline to file federal income tax returns (Form 1040) and pay any taxes owed. This is also the last day to make IRA and HSA contributions for the tax year. (If you are on extension it is October 15th) (Unless it falls on a weekend or a holiday then it goes to the first business day following)
• April 15th: First quarter estimated tax payment due for self-employed individuals and others who do not have taxes withheld.
• June 16th: Second quarter estimated tax payment due.
• September 15th: Third quarter estimated tax payment due.
• October 15, 2025: Extended deadline to file your tax return if you requested an extension by the April 15 deadline.
• January 15, 2026: Fourth quarter estimated tax payment due. 

For Businesses:

• Deadlines for businesses depend on the business structure:
• March 15th: Deadline for S corporations (Form 1120-S) and partnerships (Form 1065) to file  calendar year returns. (Unless it falls on a weekend or a holiday then it goes to the first business day following)
• April 15th: Deadline for C corporations (Form 1120) to file calendar year returns.
• January 31st: Employers must send out W-2 forms to employees and certain 1099 forms (like 1099-NEC) to independent contractors and the IRS. 

Yes! We proudly serve clients both locally and nationwide through our secure virtual portal. You can upload your documents, message your preparer, and meet with your tax professional via video or phone from anywhere in the U.S.

Yes. Rando Enterprises is licensed in all 50 states, and we specialize in helping clients who live or work across state lines, including Pennsylvania, New York, and New Jersey commuters.

Absolutely. We specialize in cross-state filing and commuter tax preparation. We’ll ensure your taxes are filed correctly in both your resident and work states so you stay compliant and avoid double taxation.

Payment for services is due at the time your return is completed and ready for filing. For your convenience, we accept multiple forms of payment, and your preparer will review payment options with you during your appointment.

In some cases, preparation fees can also be deducted directly from your refund. Please ask us about this option if you’re interested in using it.

You can track the status of your federal refund using the IRS’s official tool:

Check My Refund Status on IRS.gov

For state refunds, visit your state’s revenue department:

• Pennsylvania: https://www.revenue.pa.gov
• New York: https://www.tax.ny.gov
• New Jersey: https://www.nj.gov/treasury/taxation

You can check the status of an amended federal return (Form 1040-X) through the IRS’s online tool:

Where’s My Amended Return?

Please note that amended returns can take up to 20 weeks to process once filed.

At the secure portal login screen, select the “Forgot Password” option. Follow the on-screen instructions to reset your password. If you continue to have trouble accessing your account, contact our office and we’ll help you get signed back in securely.

If you need an Identity theft pin number the IRS issues guidance on the best way to apply for one with the IRS.  

To apply for a new one: 

https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

IP Pin Retrieval Tool:

https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

Not exactly. Unfortunately your benefits may still have some taxability based on your circumstances.  However, the good news is there is a new deduction for seniors 65 and over that may defray the tax you might owe. We've created this flow chart to help you navigate the amount that will apply to you.

Yes, there is a new deduction for seniors aged 65 and older $6,000 for single filers and $12,000 for married couples. It is subject to income limitations. We've created this flow chart to help you see if you qualify.