Tax services

Personal Tax Preparation in Virginia

Personal tax preparation done accurately the first time. We handle Form 1040 returns of every shape — W-2 employees, the self-employed, investors, multi-state residents, and U.S. citizens abroad — with one preparer on every file from intake through e-file.

CS Precision Tax prepares Form 1040 federal and Virginia resident returns for individuals and families across the South region. Top Virginia income-tax rate: 5.75%. Virginia levies a state sales tax. Understanding how VA treats various income types — wages, Schedule C net income, capital gains, retirement distributions, and out-of-state earnings — is central to getting the return right the first time. Virginia's Richmond-based tax administration has its own deadlines, conformity rules relative to federal law, and credit provisions that diverge from the federal 1040 in ways that regularly surprise filers. We prepare the federal return and every applicable VA schedule together, apply the correct filing status under Virginia law, and handle part-year and nonresident returns for anyone who moved into or out of Virginia during the tax year. Amended VA returns, prior-year catch-up filings, and state notice response are included for returns we prepared.

What to know if you file from here

Top Virginia income-tax rate: 5.75%. Virginia levies a state sales tax. Virginia filers should verify conformity between state and federal treatment of deductions and credits before finalizing the return, because VA does not always adopt federal changes in the same year Congress enacts them. Multi-state earners with Virginia source income — from wages, rental property, or pass-through K-1s — must file a VA nonresident or part-year return even when their primary residence is in another state.

Who this service is for

  • W-2 employees with standard or itemized deductions
  • Self-employed professionals, freelancers, and gig workers (Schedule C)
  • Investors with brokerage, dividend, or capital-gain activity
  • Landlords with rental property (Schedule E)
  • Multi-state residents and remote workers
  • Equity-compensated employees (RSU, NSO, ISO, ESPP)
  • U.S. citizens and green-card holders living abroad
  • Anyone with an open IRS or state notice

Typical documents we'll ask for

  • Prior-year federal and state returns
  • All W-2s, 1099s (NEC, MISC, INT, DIV, B, R, K) and SSA-1099
  • K-1s from partnerships, S-corps, or trusts
  • Brokerage 1099-Composite or year-end summary
  • Mortgage interest (1098) and property-tax records
  • Rental property income, expenses, and mileage
  • Self-employment income, expenses, and home-office details
  • Education (1098-T) and student-loan interest (1098-E)
  • HSA and IRA contribution records
  • Form 1095 (health-coverage)
  • Any IRS or state notices received during the year

Frequently asked questions for Virginia

What is the Virginia income tax rate for individuals?
Virginia's top income-tax rate is 5.75%. We prepare your Virginia state return alongside your federal Form 1040, applying credits and deductions specific to Virginia residents. The effective rate often differs from the marginal bracket rate when you have multiple income streams — wages, investment gains, retirement distributions — because VA may apply separate rules or exclusions to each category.
Does Virginia tax Social Security or pension income?
Virginia applies its own rules to Social Security benefits, pension distributions, and IRA withdrawals, which do not always align with federal treatment. Top Virginia income-tax rate: 5.75%. We review VA exclusions and credits on every retirement-income return we prepare, whether the client lives near Richmond or elsewhere in the South region.

All cities in Virginia

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