Tier 4 — $300/ Month
1040 Tax Return Subscription | 7–10 Complexity Items
This tier is for advanced tax situations requiring detailed preparation across multiple reporting areas.
Included with your subscription
- Preparation and 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
Examples of 7-10Â complexity items
- Multiple K-1s, rental properties, state return, and equity compensation
- Rental properties combined with a property sale and 1031 exchange
IMPORTANT NOTES:
- Amended returns are not included and are quoted separately
- Tier placement is confirmed after reviewing your most recent 1040
- Monthly subscription auto-renews
- Tier may change if complexity changes
- Please use a personal credit card as 1040 tax prep is a personal expense.
- Stay Subscribed to Our Email List to Receive Important Documents
To ensure you receive all important documents, access links, and post-purchase communications related to your purchase, you must remain subscribed to emails from us. If you unsubscribe, we will be unable to deliver essential materials, including confirmations, receipts, and access to your contract.
Add Expedited Tax Prep
Need your return prioritized?
Add Expedited Tax Prep to move your return to the front of the preparation queue once all required documents are received and your tier is confirmed.
What this includes
- Priority placement for tax preparation
- Faster turnaround compared to standard processing
- Ideal if you’re working against a tight deadline or want your return handled first
Additional cost: $500 (one-time add-on at checkout)
