Apply for Simple 1040 Membership

Built for simple individual filers who do not file Schedules C, E, or F — typically W-2 earners, retirees, and households with modest investments — who want year-round CPA-led support and predictable billing instead of one-time tax prep.

Start any day. Your membership begins when you join, and we bill every 28 days(13 cycles per year) for a rolling 12-month membership. Most members choose:
FasTrack 1040: starting at $45 / 28 days (≈ $585/yr), Essential Tax: starting at $85 / 28 days (≈ $1,105/yr), and Peace of Mind Bundle: starting at $130 / 28 days (≈ $1,690/yr). Final tier and pricing are confirmed after we review your documents and overall complexity.

Who this is for

  • Filers with W-2 income, Social Security, pensions, and modest investment income
  • Individuals and couples who do not have business income on Schedules C, E, or F
  • Households who want safe-harbor estimates, filing handled, and a CPA they can email all year
  • Members comfortable with a flat-fee, every-28-day billing cadence (13/year)

Tax Maintenance

CPA-prepared 1040 + primary state (prep & e-file), quarterly safe-harbor estimate guidance, and (for Essential & Peace of Mind) a mid-year projection to keep you on track.

Access & Support

Secure portal & e-signature, year-round Q&A access (by tier), and priority scheduling for Essential Tax and Peace of Mind members.

Planning & Protection

Depending on your tier: mid-year planning session, IRS transcript monitoring, audit representation (Early Retainer), quarterly tax projections, and notice response service for returns we prepare.

Before we begin, tell us about:

  • Your income types for the current year (W-2, SSA-1099, 1099 interest/dividends, pensions, etc.)
  • Number of states where you lived or need to file
  • Any IRS or state notices you’ve received
  • Major life changes (retirement, sale of home, marriage/divorce, new dependents, inheritance)

If your situation is more complex than a Simple 1040 (e.g., rentals, K-1s, business activity on Schedules C/E/F), we’ll recommend our Complex 1040 Maintenance instead and quote a fixed onboarding/cleanup scope before work begins.

Cadence & Billing

Flat-fee membership billed every 28 days (13/year). This is a rolling 12-month commitment for Simple 1040s.

Included Tax Year

Your membership covers the tax year that ends inside your 12-cycle window . For most members, that means the current calendar year filed in the next tax season.

Data Timeliness

To avoid delays, provide requested documents promptly when we ask — especially during filing season and for mid-year checks.

We don’t guarantee specific tax outcomes; results depend on your facts and timely data. This membership does not include Schedules C, E, or F — those are covered under our Complex 1040 Maintenance program.