State Tax Returns
We prepare and e-file state returns for all 50 states (plus D.C.). Whether you moved, worked in multiple states, or have nonresident income, we’ll get every jurisdiction right and coordinate it with your federal return.
Extra states are available as an add-on. We’ll quote before we file.
Documents
What We Need for State Filing
For all state returns
- Copy of your finalized (or draft) federal return
- W-2s showing state wages and tax withheld
- 1099-NEC/MISC/K with state information (if any)
- 1099-INT/DIV/B statements for investment income
- State 1095-A (Marketplace) if applicable
- Prior-year state returns (if you filed last year)
- Dates you lived/worked in each state during the year
- Local city/county tax forms (where applicable)
Situations to call out
- Moved states: provide move-in/move-out dates, new address
- Multi-state W-2s: include all W-2 pages
- Remote work: tell us where work was physically performed
- Nonresident income: K-1s, rental income, or 1099-K tied to another state
- City/School district taxes: e.g., NYC, Philly, OH municipalities
Upload everything through the secure Client Portal and we’ll sort the resident, part-year, and nonresident rules for you.
Common cases
How We Handle Multi-State & Special Rules
Part-Year Resident
Split-year filing when you move
- We allocate income and withholding between states by date and source.
- We claim credits to avoid double-taxation where allowed.
Nonresident Returns
Income sourced to another state
- We file nonresident returns for W-2, gig, K-1, or rental income in that state.
- Your home state may grant a credit for taxes paid elsewhere.
Remote & Hybrid Work
Different rules by state
- Some states tax based on where you work, others where you live.
- We review “convenience of employer” and reciprocity agreements.
City & Local Taxes
Local filings when required
- We prepare city/school district returns when applicable (e.g., NYC, OH).
- We’ll tell you exactly what is needed and when it’s due.
Help & links
Useful State Resources
Where’s My Refund?
Identity Verification
- Some states use ID.me. Watch for state emails/letters.
- Upload any verification letters to your portal.
Payment & Vouchers
- We’ll provide e-pay links or printable vouchers when required.
- Keep confirmation numbers for your records.
Ready to file?
We’ll prepare each required state return and coordinate with your federal.
Part-year moves, multiple W-2 states, remote work, and nonresident K-1s—handled.
We follow Circular 230 standards, IRS Form 7216 consent rules, and secure document handling best practices.