Do I need to file a tax return?

You generally must file if your income is above the IRS filing threshold for your status, or if you had self-employment income of $400+ or received advance premium tax credits. We can confirm your filing requirement during intake.

What documents do I need for a 1040 individual tax return?

Common items include W‑2s, 1099s (NEC, INT, DIV, K, B), mortgage interest (1098), property taxes, HSA/IRA forms (1099‑SA/5498), education forms (1098‑T), child care totals, and state/local tax info. We provide a secure checklist at signup.

Should I take the standard deduction or itemize?

You’ll generally choose the option that yields the lower tax. Itemizing may help if mortgage interest, state/local taxes (subject to limits), and charitable gifts exceed your standard deduction. We compare both for you.

I’m self‑employed—how are taxes handled?

Self‑employed income is reported on Schedule C with self‑employment tax. You may need quarterly estimated payments. We prepare Schedule C, calculate estimates, and ensure eligible deductions are captured.

Can I deduct a home office?

If you use a space regularly and exclusively for business, you may qualify. We’ll determine eligibility and choose between the simplified or actual‑expense method to maximize your deduction.

I received a 1099‑K from PayPal, Venmo, or a marketplace—do I owe tax?

Business or side‑gig income reported on a 1099‑K is generally taxable. Personal reimbursements are not. We reconcile your 1099‑K to actual business income and expenses to report the correct amount.

Do I need to file state taxes if I moved or worked in multiple states?

Often yes. You may need part‑year or nonresident returns depending on residency and where income was earned. We handle multi‑state filings and credits for taxes paid to other states.

What are the quarterly estimated tax due dates?

Estimated payments are typically due in April, June, September, and January. We calculate your amounts and provide reminders so you avoid underpayment penalties.

Can you help me claim the Child Tax Credit or other credits?

Yes. We screen for credits such as the Child Tax Credit, Earned Income Credit, education credits, and more, based on eligibility. We’ll let you know which apply and what documents are needed.

How do we work together to file my return?

Our simple 3‑step process: 1) Secure document upload and checklist; 2) Preparation, review, and Q&A; 3) Approval and e‑file. You receive a final copy and clear next steps.

Individual Tax Returns Made Simple

Accurate, affordable, and stress-free tax-filing in just 3 easy steps.

get started

Our Simple 3-Step Process

Filing your taxes doesn’t have to be complicated. Here’s how we make it easy:

Step 1
Send Us Your Info

Securely upload your tax documents so we can get started preparing your return.

Step 2
We Prepare & Review

We review for accuracy, search for tax-saving opportunities, and answer your questions before filing.

Step 3
File & Confirm

We e-file your return and send you confirmation from the IRS and state once it’s accepted.

Transparent Pricing

Get Started

  
    


  
      Income
      Basic
$229
+ $65 per state
      Standard
$289
+ $65 per state
      Advanced
$425
+ $65 per state
      Self-Employed
$499
+ $65 per state
    

  W-2✔✔✔✔
Limited 1099-INT✔✔✔✔
SSA-1099✔✔✔✔
Alimony✔✔✔✔
State / Local Refund✔✔✔✔
1099-G—✔✔✔
1099-R—✔✔✔
1099-C—✔✔✔
W-2G—✔✔✔
1099-OID—✔✔✔
Limited 1099-DIV—✔✔✔

      Summarized 1099-B (category totals)
      —
      —
      Includes 1+ $50 each add’l
      Includes 2+ $50 each add’l
    

      Crypto trading (organized)
      —
      —
      +$75 per 50 trades
+$100 if not organized
      +$75 per 50 trades
+$100 if not organized
    

      Schedule C or K-1
      —
      —
      —
      Includes up to 2$95 each add’l
    
1099-K / 1099-NEC / 1099-MISC———✔

      Rental property (Schedule E)
      —
      —
      —
      Includes 1+$100 each add’l
    

      Cash income
      —
      —
      —
      ✔
    

      Add-ons
      —
      —
      +$75 per 50 trades
+$100 if not organized
      
        $95 each add’l Sch C/K-1

        $150/hr bookkeeping cleanup

        $100 each add’l rental

        $100 foreign income
      
    



  

Income	Basic $229 + $65 per state	Standard $289 + $65 per state	Advanced $425 + $65 per state	Self-Employed $499 + $65 per state
W-2	✔	✔	✔	✔
Limited 1099-INT	✔	✔	✔	✔
SSA-1099	✔	✔	✔	✔
Alimony	✔	✔	✔	✔
State / Local Refund	✔	✔	✔	✔
1099-G	—	✔	✔	✔
1099-R	—	✔	✔	✔
1099-C	—	✔	✔	✔
W-2G	—	✔	✔	✔
1099-OID	—	✔	✔	✔
Limited 1099-DIV	—	✔	✔	✔
Summarized 1099-B (category totals)	—	—	Includes 1+ $50 each add’l	Includes 2+ $50 each add’l
Crypto trading (organized)	—	—	+$75 per 50 trades +$100 if not organized	+$75 per 50 trades +$100 if not organized
Schedule C or K-1	—	—	—	Includes up to 2$95 each add’l
1099-K / 1099-NEC / 1099-MISC	—	—	—	✔
Rental property (Schedule E)	—	—	—	Includes 1+$100 each add’l
Cash income	—	—	—	✔
Add-ons	—	—	+$75 per 50 trades +$100 if not organized	$95 each add’l Sch C/K-1 $150/hr bookkeeping cleanup $100 each add’l rental $100 foreign income

Get Started

✔️ Federal & state returns

✔️ E-file submission and confirmation

✔️ Direct deposit setup for refunds

✔️ Preparation of required schedules (A, B, C, D, E, etc. as applicable)

✔️ Itemized deductions and credits

✔️ Rental income & capital gains

✔️ Self-employed income (Schedule C)

What’s Included

✔️ Accuracy check against IRS/state requirements

✔️ Prior-year comparison to spot changes or missing items

✔️ Tax law compliance for current year

✔️ Secure digital storage of your return up to 7 years

✔️ Copies of returns in PDF format

Ready to File Your Taxes?