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.
- 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.
- 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.
- You will be notified when the return is complete and provided an invoice for our service.
- 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