Individual Taxes

Understanding personal income tax, tax deadlines, tax filing and more. Learn how to preserve wealth through insightful and creative tax planning.

Stimulus Payment

Economic Impact Payment

Taxpayers with a filing requirement must file a tax return to get an Economic Impact Payment. Tax filers with adjusted gross income up to $75,000 for individuals and up to $150,000 for married couples filing joint returns will receive the full payment. The IRS will use the information on the Form SSA-1099 or Form RRB-1099 …

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Individual Tax Return Due May 17

Individual Taxpayer – U.S. Individual Income Tax Return Due May 17, 2021

In response to the Coronavirus (COVID-19) pandemic, the 2021 tax deadline for filing your Individual Income Tax Return has been extended to May 17th, 2021. Following are additional tax deadline extensions to this same date: Contributions to IRAs and health savings accounts People now automatically have until May 17, 2021, to make 2020 contributions to …

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