F.A.Q. checklist | 1040Plus

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

Check which of these $25 common family forms apply to your tax situation:

Earned Income Credit Sch EIC*

Child Tax Credit Form 8812*

Education Credit Form 8863*

Dependent Care Credit Form 2441

Retirement Savings Credit Form 8880

Health Premium Tax Credit Form 8962

Form 8867

Taxable Soc Sec Benefits

City Tax Return

*Form 8867 is required to be filed with these forms

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

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