2025 Tax Filing & Withholding Setup
Budget: $250 – $750 USD
I have just entered full-time retirement and need a qualified tax professional to guide me through the first year of this new phase. For the 2025 tax year I will draw Social Security plus a federal government retirement pension; there is no other earned or investment income to consider.
Here is what I need from you:
• Prepare my complete 2025 individual federal (and, if applicable, state) tax return, ensuring every pension and Social Security nuance is correctly reported.
• Build a clear Form 1040-ES schedule so I can make accurate estimated quarterly payments throughout the 2026 tax year.
• Calculate the exact dollar amount that should be withheld from my monthly Social Security benefit and from the federal pension to keep me in compliance while avoiding over-withholding.
Please include any recommendations on elections or forms that specifically affect federal retirees (e.g., treatment of CSRS/FERS distributions). Accuracy and clarity are essential—when we are finished I want to know the payment dates, the amounts, and have the return ready for e-file.
Here is what I need from you:
• Prepare my complete 2025 individual federal (and, if applicable, state) tax return, ensuring every pension and Social Security nuance is correctly reported.
• Build a clear Form 1040-ES schedule so I can make accurate estimated quarterly payments throughout the 2026 tax year.
• Calculate the exact dollar amount that should be withheld from my monthly Social Security benefit and from the federal pension to keep me in compliance while avoiding over-withholding.
Please include any recommendations on elections or forms that specifically affect federal retirees (e.g., treatment of CSRS/FERS distributions). Accuracy and clarity are essential—when we are finished I want to know the payment dates, the amounts, and have the return ready for e-file.