1040 Tax Filing Services
Initial 20 min conversation (if desired), full onboarding through our client portal, & 1040 filing
Service Description
Initial 20 minute conversation (if desired), full onboarding through our client portal, and tax filing services. The base package includes a 1040 filing for single or joint filers. This includes any form of regular income such as W-2s, 1099-NECs, 1099-Gs, etc. Please see below for pricing based on the complexity of your return: 1. Basic return ($350 flat rate): Includes up to 2 items that add complexity (see list below) 2. Moderately Complex (+$100): 3 to 4 of the below items 3. Very complex (+$200): 5 to 6 of the below items 4. Highly unique: 7 or more of the below items. Please email us or give us a call for a quote. Items that make a tax return more complex include, but are not limited to, the items listed below. If you have two in the same category, that counts as two separate items. For instance, two Schedule Cs or two rental properties are two separate items. - Self-employment income (Schedule C) - K-1s - Income from multiple states - Sale of an asset (stock, cryptocurrency, home, or other) - Itemized deductions - Home office - Royalties - Rental property - Excess IRA contributions, etc.
Cancellation Policy
To cancel, please contact us at least 24 hours in advance. To reschedule, please do so at least an hour before the scheduled meeting.