CPA / EA • 100% Virtual • Secure Document Upload

$199 New Client Federal 1040 Special

*Federal Form 1040 with Schedules 1-3 only. Additional forms and state returns are priced separately.

Complete the intake form below. In a few minutes, you will receive a fillable 1040 tax organizer and secure OneDrive link to upload your tax documents.














NOTE: YOU WILL RECEIVE TWO EMAILS. CHECK YOUR SPAM FOLDER.

  1. Complete the intake form above. You will be asked to upload your tax documents. Check your inbox for two emails. Check your spam folder if you don’t see them.
  2. Once all information is collected we will prepare your returns. We may reach out with additional questions. We will provide you with tax savings recommendations if available.
  3. You will be notified when the return is complete and provided an invoice for our service.
  4. Once payment is received a copy of your tax return(s) will be provided. An electronic signature will be required to provide us permission to electronically file your return.

Mission & Values

Mission: Deliver accurate, timely, audit-ready 1040 returns with transparent pricing and proactive guidance-so you can file with confidence.

Values: Accuracy • Security • Clarity • Professionalism • Promptness

Email a Quick Question Call 717-347-8279