Apply for 1040 Maintenance (Complex) Membership

Built for complex individual filers — Schedule C (self-employed), Schedule E (rentals/K-1s), and Schedule F (farm), including multi-state situations — who want year-round CPA-led support instead of one-time tax prep.

Start any day. We onboard immediately and bill every 28 days(13 cycles per year). Most members invest about $267 / 28 days (~$3,471/yr) for Base 1040 Maintenance or $325 / 28 days (~$4,225/yr) for Enhanced 1040 Maintenance. Final scope and fee are confirmed after discovery.

Who this is for

  • Self-employed, rental, farm, or multi-state filers seeking proactive planning
  • Households that want quarterly check-ins, a Q4 tax plan, and notice handling
  • Members comfortable with a flat-fee, every-28-day billing cadence (13/year)

Tax Maintenance

CPA-prepared 1040 + primary state (prep & e-file), quarterly estimate guidance, and a Q4 projection with action steps.

Accounting Touchpoints

Quarterly check-ins to keep books current for Sched C/E/F activity and to head off surprises.

Access & Protection

Secure portal & e-signature, reasonable Q&A access, and notice handling for returns we file . Optional IRS transcript monitoring available in Enhanced.

Before we begin, tell us about:

  • Your 2024/2025 income types (W-2, 1099, rentals, K-1s, farm)
  • Number of states to file and any IRS/state notices
  • Whether books/spreadsheets for Sched C/E/F are current
  • Major changes (entity changes, moves, significant asset sales)

If substantial catch-up or reconstruction is needed, we’ll quote a fixed onboarding/cleanup scope before work begins — no surprises.

Cadence & Billing

Flat-fee membership billed every 28 days (13/year). Scope and SLAs are confirmed in your engagement letter.

Included Tax Year

We include the tax year that ends inside your 12-cycle window . Calendar filers: current year (filed next season).

Data Timeliness

Provide requested docs by the 7th of the month to keep quarterly and filing timelines on track.

Apply for 1040 Maintenance How Advisory Works 1040 FAQs

We don’t guarantee specific tax outcomes; results depend on your facts and timely data.