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.

First name

Last name

Phone

Spouse full name (if MFJ)

Spouse Email (if MFJ)

Filing status

Year to file

Street address

City

State

Zip

Notes (anything else you want us to know)

I agree to be contacted and to receive a secure upload link.

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

Why 1040 Helper?

Prepared and reviewed by experienced CPA/EA professionals
Clear, fixed per-form pricing
Secure OneDrive uploads (no email attachments)
Most returns completed in 2–4 business days after tax documents are provided.

Who We Are

Backed by decades of combined tax preparation experience.
Experience across federal, state, and local jurisdictions.
Thousands of returns prepared and reviewed under strict professional standards.
PA Dept. of State registered professional organization.

All 1040 Helper professionals are Certified Public Accountants and/or Enrolled Agents authorized to practice before the IRS.

How the process works

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