What’s included
- One federal Form 1040 for one tax year, including a joint return where applicable
- One resident state, up to 3 W-2s and 5 simple interest/dividend statements, standard deduction and standard dependent information
Who this is for
Individuals with straightforward federal filing needs.
Common additions & exclusions
- Business, rental, securities disposals, equity compensation, digital assets and international reporting
What we’ll need
- Prior-year return
- Income statements
- Relevant tax documents
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
Work begins after intake and receipt of the required documents. Your coordinator confirms the delivery schedule.
Supported jurisdictions: United States, Outside of United States