Individual and self-employed
Gather wage statements, information returns, business income and expense records, prior returns and estimated payments. Freelance income can require income tax and self-employment tax review.
UNITED STATES · UNITED STATES
Tax help in United States, starting with your situation.
U.S. tax work can involve federal income tax, state returns, sales tax and employment taxes. Citizenship, residency, entity classification and the states where you live or do business shape the scope. Start with Cavait’s online intake; U.S. preparation, filing and representation require confirmed professional coverage. Direct IRS e-file is not active in Cavait.
WHAT WE CHECK
A local workflow, scoped to your facts.
Choose personal or business help during intake. You can include more than one service; a person reviews the exact work and fee before you commit.
Business and state footprint
An LLC’s legal label does not determine its federal tax classification by itself. Record elections, owners, employees, registrations and activity in each state before choosing the filing path.
Cross-border and notices
U.S. citizenship and residency can create obligations outside the United States. Keep IRS notices, response deadlines, foreign income and account information together for qualified review.
COMMON QUESTIONS
Before you start.
Does Cavait offer intake for all U.S. states?+
Online intake is available for U.S. situations. A professional must confirm federal and state coverage before engagement. Our state guides explain selected workflows and do not claim offices or guaranteed availability in every state.
Can Cavait guarantee a refund or tax savings?+
No. Outcomes depend on the law, your records and your facts. Scope, fees and the responsible professional are confirmed before work begins.
Can I file a U.S. return directly inside Cavait?+
Direct IRS e-file is not active in Cavait. Intake, records organization and scope review are available; transmission requires an appropriate authorized filing channel.
VERIFY THE CURRENT RULES
Tax rules and filing programs change. These are primary tax authority sources for United States.
Choose the work you need
Service scope and professional coverage are confirmed before engagement.
Canada and United States
Bookkeeping and tax-ready close
Monthly bookkeeping, catch-up, reconciliations and tax-ready close for small businesses in Canada and the United States.
Canada and United StatesPayroll tax services
Payroll tax setup, remittance and filing support for small businesses in Canada and the United States.
Canada and United StatesCross-border tax coordination
Cross-border tax intake and specialist coordination for people and small businesses with Canada and U.S. tax obligations.
United StatesU.S. personal tax preparation
A guided, done-for-you U.S. tax preparation workflow for people who want a professional process instead of DIY tax software.
United StatesU.S. small business tax
Tax filing, tax-ready bookkeeping, payroll tax, sales tax and planning workflows for U.S. small businesses.
United StatesIRS notice support
Organize an IRS notice, deadline, records and specialist handoff in one secure tax workflow.
Canada and United StatesBusiness tax setup
Set up the tax side of a new company: tax accounts, filing calendar, bookkeeping handoff, payroll tax and sales tax workflow.
Useful tax answers
U.S. tax document checklist
For a U.S. return, gather income statements, prior returns, estimated payments and records supporting deductions or credits. Add business, investment, rental and foreign records when they apply; the tax year and filing situation determine the final checklist.
U.S. self-employed tax: records and estimated payments
U.S. self-employed people generally need to review income tax and self-employment tax, keep business records and determine whether estimated payments apply. Federal entity treatment and state activity affect the return; a 1099 is not the only record of business income.
IRS notice checklist: what to do next
Read the notice number, tax year, proposed action and response deadline before responding to an IRS letter. Compare it with your return and records, verify the contact through IRS.gov and keep a copy of every response. Some notices require action; others provide information.
Tax questions for U.S. citizens living in Canada
U.S. citizenship can create U.S. tax filing and foreign-account reporting obligations while you live in Canada. Canadian residency brings its own tax analysis. Review income, accounts, citizenship, residency and filing history together before choosing returns or claiming relief.
Provincial and state workflows
California tax help
California tax work can involve a federal IRS return and a separate state income or franchise tax filing. A business may also need to review sales and use tax with the CDTFA. We map the entity, activities and states first; U.S. filing and representation are subject to qualified professional review.
New York tax help
New York businesses can face corporation tax, sales tax and withholding obligations alongside federal IRS work. Sales tax can also depend on the local taxing jurisdiction. Cavait gathers the footprint and existing registrations before any professional scope is confirmed.
Florida tax help
Florida does not impose a general individual state income tax, but federal tax still applies. Businesses may face Florida corporate income tax, sales and use tax, and employment-related obligations. The entity and activity matter more than a blanket 'no state tax' claim.
Texas tax help
A Texas business may have franchise tax and sales/use tax obligations alongside federal IRS work. The entity, business activity and Texas footprint matter. Cavait separates these work items during online intake so an appropriate professional can confirm the scope.
NEXT STEP
Tell us what needs doing.
Cavait saves your request, then confirms the scope and who can handle it. Direct CRA and IRS transmission, uploads and payments are only available when their respective features are active.
Online intake is available across these locations. This page does not claim a local office, guaranteed professional availability, or a final tax conclusion.