Tax & Financial

Tax Preparation

We prepare and e-file your federal and state returns — individual (1040, Schedule C) or business (1065, 1120, 1120-S, 990) — and walk you through the result on a review call before filing.

Who it's for

Employees, self-employed workers, gig workers, landlords, partnerships, corporations and nonprofits.

What's included

  • Federal and state return preparation
  • Forms 1040, Schedule C, 1065, 1120, 1120-S, 990
  • IRS e-filing
  • Review call before filing
  • Copy delivered in your portal

Documents needed

  • Photo ID
  • W-2 and 1099 forms
  • Prior year return
  • Income and expense records (self-employed)
  • Bank info for refund (last 4 digits only online)