Personal Tax
Your full individual return prepared, reviewed twice and e-filed, with every credit you qualify for accounted for.
- Turnaround
- 3–5 business days
- Filing
- Federal + one state included
- Starting at
- $185 flat
What's included
- Federal 1040 and one state return, e-filed
- Itemized vs. standard deduction comparison
- Credit review: child, education, energy, EV, dependent care
- Prior-year review and amended returns where a refund is owed
- Year-round support if the IRS sends a notice
Who it's for
- W-2 households with a mortgage, dependents or tuition
- Anyone with 1099 income, brokerage sales or rental property
- Filers who moved between states during the year
Flat fee from $185 for a federal and single-state return. Additional schedules are quoted up front — you approve the price before any work begins.
Our process
- STEP 01
Consult
Twenty minutes to scope your return and quote a flat fee.
- STEP 02
Upload
Send documents through the encrypted portal at your pace.
- STEP 03
Review
We prepare, a second preparer reviews, then we walk you through it.
- STEP 04
File
E-filed the same day you approve, with confirmation sent to you.
What you'll need
Bring what you have. If something is missing we will tell you exactly how to get a copy.
- Photo ID and Social Security numbers for everyone on the return
- All W-2 and 1099 forms
- Mortgage interest (1098) and property tax statements
- Tuition (1098-T) and student loan interest
- Childcare provider totals and tax ID
- Last year’s filed return
Questions about personal returns
Most complete returns are prepared within three to five business days of receiving your last document. During the final week before the deadline we file extensions and finish the return shortly after.
Yes. We review the prior three years at no charge and file amended returns when they produce a refund larger than our fee.
No. Documents go through the encrypted portal and the review call happens by phone or video. In-person appointments are available if you prefer them.
Ready to hand off the paperwork?
Twenty minutes on the phone is usually enough to know exactly what your return needs and what it will cost.