Individual Tax Preparation
Keep More of What You Earn
Key Deadlines & Extensions
- Tax Day: April 15, 2025 (or the next business day if it falls on a weekend) IRS
- Need More Time? File Form 4868 by April 15 to extend your deadline to October 15—just remember any tax due is still payable in April IRS
- Late Filing for Refunds: No penalty if you’re due a refund, but filing ASAP ensures you don’t miss out on refundable credits IRS
What We Cover
Income Types & Forms
W-2 Wages, 1099-NEC/1099-MISC (freelance, gig work), 1099-INT / 1099-DIV / 1099-B (interest, dividends, stock sales), SSA-1099 / 1099-R (Social Security, retirement distributions), K-1 Partnership Income & Business Investments, Rental Property Income, Foreign & International Income
Credits & Deductions
Standard & Itemized Deductions: (Medical expenses, real estate taxes, mortgage interest, charitable gifts), Education Breaks: (Form 1098-T tuition credits, 1099-Q qualified distributions), Home-Office Write-Offs & Self-Employment Expenses, Family-Friendly Credits: (Child Tax Credit, Earned Income Credit, education credits)
“TriLedger uncovered $2,300 in education and home-office credits I didn’t even know existed. Best tax call ever!”
— Sam L., Freelance Graphic Designer
What You Get
Financial Forecasting & Modeling
Nail your cash-flow projections, scenario analyses, and “what-if” planning so you’re ready for growth, downturns, or that surprise opportunity.
Budgeting & Variance Analysis
We build your annual budget, then track actuals versus plan. Spot overspending early, reallocate resources fast, and stay agile.
KPI Dashboarding
See your key metrics—revenue growth, gross margin, burn rate—in real time. We set up dashboards (in QuickBooks, Xero, or your BI tool) so data drives decisions.
Fundraising & Investor Prep
From polished financial models to pitch-deck slides, due-diligence packages to valuation support, we help you secure funding and impress backers.
Strategic Advisory
Monthly or quarterly strategy sessions to review performance, refine goals, and pivot your plan based on the latest data and market trends.
Our Simple Five-Step Process
Why TriLedger’s Outsourced CFO Service?
We dig into every form and credit so you never leave money on the table
IRS-compliant checklists and triple-checks slash stress (and late-night panic) to zero.
Snap photos of receipts or drag-and-drop docs into our secure portal—built by Zoraiz—to speed things up.
No per-form up-charges; e-filing federal and one state return is on us.
Got a tax question in July? We’re here—no seasonal surcharge.
