Your 1040, on subscription. No surprise fees.
Most CRE brokers' tax situations get more complicated over time. This program gives you a clear, predictable monthly price based on the actual complexity of your return — no ranges, no surprise bills, and you know your fee upfront. Built specifically for CRE brokers running an S Corporation.
Six steps, no guesswork
Upload your most recent 1040
We look at your last filed return to determine which tier you fall into, based on the complexity items we count.
Start your monthly subscription
Your subscription doesn't auto-renew. Each January, we reach out so you can decide whether to continue — and offer the 20% prepay discount if you do.
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.
Your availability is crucial
1040 preparation typically happens July through October 15. Your prompt responses help ensure a smooth, timely filing.
If complexity changes, your tier changes
If your return becomes more or less complex, we adjust your subscription going forward. If you prepaid in January, adjustments apply to the following year.
If your return is outside our scope
We'll tell you immediately, explain why, and point you in the right direction.
Everything your subscription covers
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
Your tier is based on complexity items
We count the number of complexity items in your tax return. Here's what counts:
- 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
Subscription tiers, matched to complexity
- One K-1 and no state return
- One rental property in Florida
- Itemized deductions only
- A K-1 + Georgia state tax return
- Rental property + itemized deductions
- Itemized deductions + state return + education credit
- K-1 + itemized deductions + GA return + spouse Schedule C
- Multiple rentals + itemized deductions
- RSU transactions + itemized deductions + state return
- Multiple K-1s + rentals + state return + equity compensation
- Rental properties + property sale + 1031 exchange
If your return exceeds 10 complexity items, we'll provide a personalized quote.
A simpler, more transparent way to handle your 1040
CRE brokers prefer this model because it sets clear expectations, prevents surprise bills, matches pricing to complexity, includes year-round support, and offers flexibility with monthly or discounted annual payment — especially when your situation changes from year to year.
Ready for your exact tier?
Send us your most recently filed 1040. We'll tell you which tier you fall into and get you started — one clear number, no ranges, no surprises.
Send Your 1040OPENS OUR SECURE SHAREFILE UPLOAD IN A NEW TAB
