1040 Tax Return Subscription for CRE Brokers
Simple. Predictable. No surprise fees.
Most commercial real estate brokers have tax situations that get more complicated over time.
Our monthly subscription gives you a clear, predictable cost for your 1040 tax return. Based on the actual complexity of your situation. No ranges. No surprises. You’ll know exactly what your fee is upfront.
This program is built specifically for CRE brokers using an S Corporation, and it’s designed to make your personal tax filing clean and predictable
How It Works
1.) Upload your most recent 1040
We look at your last filed return to determine which tier you fall into (based on complexity items).
2.) You start your monthly subscription
Your 1040 subscription continues throughout the year and auto-renews.
We reach out to offer the 20% January prepay discount.
3.) We prepare your 1040 after your 1120S is filed
Most CRE brokers will be on extension.
We handle the communication, extension tax payment recommendations, and timeline.
4.) Your availability is crucial
1040 preparation typically happens July through October 15th. Your prompt responses help ensure a smooth, timely filing.
5.) If complexity changes, your tier changes
If your tax return becomes more or less complex, we adjust your subscription going forward. If you prepaid in January, adjustments apply to the following year.
6.) If your return is outside our scope
We’ll tell you immediately, explain why, and point you in the right direction.
What’s Included:
Your 1040 subscription includes:
- Preparation & filing of your personal 1040
- Tax questions answered throughout the year
- Extension tax payment guidance
- Coordination after your S Corp return is filed
- IRS notice responses (for returns we prepared)
- Tax payment reminders
Not included:
- Amended returns (quoted separately if needed).
How We Determine Your Tier
Your tier is based on the number of complexity items in your tax return. Here are the items we count:
1040 Tax Prep Subscription
Complexity Items Include:
- K-1 (S Corp, Partnership, or Trust)
- Schedule C business
- Rental property
- Itemized deductions
- State or local filing
- Property sale
- 1031 Exchange
- Options or crypto trading
- Employee stock transactions (ISOs, RSUs, ESPP)
- Education-related tax credits
Some items may fall outside our scope (ex: FBARs, PFICs, hedge fund K-1s, multiple PTP K-1s, aggressive positions, cost segregations requiring accounting method changes). If that applies to you, we’ll explain why and provide next steps.
Your Tier & Pricing
Below are the subscription tiers based on complexity:
Tier 1 — $150/mo | 1 complexity item
Example:
- One K-1 and no state return
- One rental property in Florida
- Itemized deductions only
Tier 2 — $200/mo | 2–3 complexity items
Example:
- A K-1 + Georgia state tax return
- Rental property + itemized deductions
- Itemized deductions + state return + education credit
Tier 3 — $250/mo | 4–6 complexity items
Example:
- K-1 + itemized deductions + GA return + spouse Schedule C
- Multiple rentals + itemized deductions
- RSU transactions + itemized deductions + state tax return
Tier 4 — $300/mo | 7–9 complexity items
Example:
- Multiple K-1s + rental properties + state return + equity compensation
- Rental properties + property sale + 1031 exchange
10+ Complexity Items — Custom Pricing
If your return exceeds 9 complexity items, we’ll provide a personalized quote.
Why a Subscription?
CRE brokers prefer this model because it:
- Sets clear expectations
- Prevents surprise bills
- Matches complexity with pricing
- Offers year-round support
- Provides flexibility with monthly or discounted annual payment options
This is a simpler, more transparent way to handle your 1040, especially when your situation changes from year to year.
Save 20% When You Prepay in January
Each January, we reach out so you can take advantage of the January prepayment discount.
Many brokers choose this option for the best value.
