Individual Returns
Individual Tax Filing
Starting at $399
Standard Form 1040 preparation for W-2 wages, retirement distributions, and straightforward investment income — no self-employment activity.
What's included
- ✓Federal Form 1040 preparation and e-filing
- ✓State return (one state included)
- ✓W-2 wage reporting
- ✓Retirement & Social Security distributions
- ✓Straightforward brokerage / investment income
- ✓Refund direct deposit setup
Refund-based payment plans available for qualifying clients.