1040Plus Book an Appointment

Where Do You Live?

Akron, OH & Vicinity

Cleveland, OH & Vicinity

I'm not local to the Akron or Cleveland areas

We have an office in beautiful Cuyahoga Falls. Feel free to call or stop in: More Info

If you prefer to work with us remotely you can book an introductory phone call or video chat, or book a tax preparation appointment. Please click Next to proceed.

We have a preparer based in Cleveland Heights who works with taxpayers remotely and, for an extra fee, is happy to meet clients at a neutral location if necessary: More Info

If you prefer to work with us remotely you can book an introductory phone call or video chat, or book a tax preparation appointment. Please click Next to proceed.

We serve folks from all over the country, and can serve you remotely!

Click Here to see how we accomplish this,

then click Next to proceed.

Please make sure you have reviewed our 2026 Prep Fees before scheduling your preparation appointment or consultation.

Service Request

We require that your tax documents be dropped off (or submitted electronically to us if remote) so we can start preparing your return and have it completed in time for your appointment.

Tell us how you would like to proceed with your Tax Prep Service

I have questions. Can we talk first?

I'd like to submit my info to you electronically before scheduling my preparation appointment

Which method of communication would you like to book?

Free 15-minute phone conversation

Free 15-minute one-on-one Video Chat

If you do not wish to Fax or Snail Mail your documents to us, then click the button below to send your tax info to us securely, no registration required:

Send Your Info Securely

The site is mobile-friendly, allowing you to use your cellphone to take a temporary snapshot of a sensitive document for uploading without keeping it on your device. You can also enter sensitive information in the message box on this site where it resides encrypted until we log in to read it and download your files.

Click next to book your appointment.

We'll need some basic info from you before we can schedule your appointment

First Name

Last Name

Tell us more about your inquiry...

Book Your Free 15-Minute Phone Chat

Book your Free 15-Minute Video Chat

Book your Tax Preparation Appointment

Please rate your experience with our Appointment Booking Wizard

Any Filing Status
One Resident State
Free Intro Video Chat (15 min)
Free Remote e-Signatures
No Credits
No Itemized or BBB Deductions
No Additional Income Schedules

Your Total Cost Estimate

Check which of these $25-$50 asset forms apply to your tax situation:

Interest/Dividend Income > $1500 Sch B

Capital Gains from sale of securities Form 8949/Sch D*

K-1 (1065)

K-1 (1120S) w Form 7203

Itemized Deductions Sch A**

Non-Cash Charitable > $500 Form 8283

* Capital gains distributions from mutual funds do not require a form
**Non-Cash Charitable required for donated goods over $500
Note: More than 5 entries on Sch B/Form 8949 may result in additional fees

Your Total Cost Estimate

Check which of these $25-$50 business forms apply to your tax situation:

Self-Employment Sch C*

Residential Rental 1st Property Sch E**

QBI Deduction Form 8995

Schedule SE

Depreciation for SE Form 4562

Bus Use of Home Form 8829

Depreciate Rental Bldg Yr 1 Form 4562

Depreciate Rental Component Yr 1 Form 4562

*QBI deduction is required, Sch SE generally required, Depreciation and Bus Use of Home may be required
**Rental Bldg Depreciation required, Component Depreciation may be required

Your Total Cost Estimate

Check if you are eligible for our largest discounts. Check "Not Eligible" to see smaller discounts:

Dependent Filer Discount* $100

Retiree Discount (1099 and SSI only) $50

Not Eligible**

*simple returns only
**check Not Eligible to see our smaller discounts

Your Total Cost Estimate

Sorry, no other discounts are available for those eligible for our Dependent or Retiree discounts

You must check "Not Eligible" on the previous screen to view our Smaller Discounts

Here's some smaller discounts you may be eligible for ($50 max):

Your Total Cost Estimate

Tell us how you would like to proceed with your Tax Prep Service

I'm interested and have questions. Can we talk first?

I'm ready to proceed with having my taxes prepared. How do I get my info to you?

Absolutely. Feel free to call our office during business hours. You may also be able to speak with us via a time-limited informal video chat by clicking this link

Click here to send files and messages to us securely. No registration is required, though the site requires your email address to create a unique folder which keeps your documents and messages organized and separate from others.

You'll receive email notification when we view messages or download your files. You can also enter sensitive information (DOBs, SSNs, dependent info, bank info, etc ) in the message box on this site where it resides encrypted, readable only by us.

The site is also mobile-friendly, allowing you to use your cellphone to snap a one-time-use photo of a sensitive document without storing it on your phone!

Your Total Cost Estimate

1040Plus Book an Appointment

1040Plus Fee Estimator

1040Plus Service Wizard