Form 1040 Individual Tax Return

Flat-Fee $500/year • Federal + 1 State Return Included

Professional US federal and state individual tax return preparation for citizens, residents, dual-status expats, and entrepreneurs. Complete filing from $500/year with direct IRS e-filing.

Book Appointment

IRS Authorized Provider

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Confidential Encrypted Prep

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Turnaround: 3-5 Business Days

Value Proposition

Key Advantages for Your Business

Maximized Deductions & Credits

We review every eligible deduction, credit, and schedule to lower your tax liability legally — from itemized Schedule A to Child Tax Credit and education credits.

Multi-Income Source Expertise

W-2 wages, 1099 freelance income, Schedule C self-employment, Schedule D capital gains & crypto, and Schedule E rentals — all handled under one flat fee.

Direct IRS & State E-Filing

Your federal and resident state returns are transmitted directly to the IRS with instant confirmation and tracking — no paper mailing delays.

Year-Round Audit Support

Every return is reviewed line-by-line by a qualified US tax specialist and backed by our accuracy guarantee, with year-round records storage and audit support.

Deliverables

What You Receive

Comprehensive Form 1040 federal return preparation & review

Resident state individual return (including NY IT-201, CA 540, etc.)

W-2 wage earnings, 1099-INT / 1099-DIV interest & dividends

Schedule C sole-proprietor / single-member LLC self-employment income

Schedule D capital gains & crypto trading transactions

Schedule E rental properties & pass-through K-1 allocations

Standard deduction vs. itemized deductions (Schedule A) tax optimization

Child Tax Credit, Earned Income Credit & education credits review

Direct IRS e-filing with instant confirmation receipt & tracking

Year-round tax records storage & audit support by Senior Specialists

Common Inquiries

Frequently Asked Questions

What is Form 1040 and who must file it?+

Form 1040 is the standard IRS annual income tax return used by U.S. citizens and resident aliens to report their gross income, claim deductions and credits, and calculate their federal tax obligation or refund for the tax year.

What if I have multiple state returns or K-1 forms?+

Our base flat-fee package covers your federal Form 1040 and primary resident state return. If you have additional non-resident states or multiple complex K-1 schedules, we provide upfront itemized add-on quotes before filing—never surprise retainers.

Can I schedule a consultation before purchasing?+

Yes! If you have specific questions about residency status, expatriation, or multi-state filings, you can book a dedicated 1-on-1 consultation anytime via our appointments page.

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