Nstein Taxes
Individual & Family Tax Preparation for 2026
Prepare your 2026 federal and state returns with a clear document checklist and personal guidance for family, work, and income changes.
Your household, understood as a whole
A return can involve wages, freelance work, investment statements, childcare, and charitable gifts. Start with a review of all income sources and the changes in your household during 2026.
What to discuss
- Marriage, a new child, dependent support, or a change in household arrangements.
- A new job, side business, retirement distributions, or investment sales.
- Moving between states or working in a state where you do not live.
- Education, childcare, mortgage interest, property taxes, and giving records.
For frum and kollel families
Bring the documents behind each payment and expense. A payment labeled a stipend does not by itself settle its tax treatment. Tuition and donations also require separate review. See our family and kollel tax questions guide.
Before your appointment
Use the 2026 document checklist. Keep sensitive records out of email and the inquiry form. A secure exchange method should be agreed before sharing records.
Review before filing
Ask about filing status, dependents, the balance due or refund, and next year's withholding. Review the completed return and authorize filing only after your questions are answered.