Family returns fail less often from “math” than from missing facts: who can claim a child, how many months they lived with you, and whether a daycare provider gave a proper statement with TIN or EIN.
What to gather early
Birth dates and SSNs for dependents, Form 1098-T for college when relevant, childcare provider name/address/EIN and amount paid, and any divorce or custody language that affects claiming rights.
Military families with PCS moves mid-year should note residency months. Multi-state moves change the story.
How we help
Moreno Financial Services prepares family and military returns with a clear document list after the free strategy call. Individual returns start at $250. Complexity is quoted before work begins.
Reviewed August 9, 2026. General educational information only, not individualized tax, legal, accounting, or financial advice. Rules and deadlines can change; verify the current tax year and your facts with a qualified professional.