Data Deadline
Provide requested docs by the 7th to keep timelines on track.
1040 Maintenance Membership
What’s Included
Year-round CPA maintenance for complex 1040 filers — self-employed (Schedule C), rental property (Schedule E), and farm (Schedule F), including multi-state situations. We don’t do seasonal, one-off returns. We keep you compliant, tax-smart, and future-ready all year.
CPA-led • Flat-fee cadence (28-day billing) • 50-state virtual delivery
Tax Maintenance
- CPA-prepared 1040 + state(s) filed on time
- Q4 tax planning meeting (year-end action steps)
- Return review & sign-off (accuracy controls)
- Extension prep & filing when needed
Accounting Maintenance
- Quarterly check-ins to keep data clean and complete
- Light bookkeeping guidance for Schedule C/E/F activity
- Quarterly estimated-tax targets (safe harbors & timing)
- Document checklist & organizer for a zero-stress season
Access & Protection
- Email + portal Q&A (reasonable usage by tier)
- IRS/State notice handling for returns we file
- Optional IRS transcript monitoring
- Secure portal + e-signature + e-file
Your Year-Round Rhythm
Quarterly
- Check-in on income, deductions, and life events
- Estimated-tax review; adjust payroll/draws if needed
- Light review of Schedule C/E/F activity for accuracy
Q4 Planning
- Year-end projection & strategy (timing, elections, deferrals)
- Finalize action items before 12/31
During Filing Season
- Organizer & portal upload checklist
- CPA-prepared return + review meeting
- E-file and acknowledgment; extension if applicable
Monthly financials are not included in this membership; if you need monthly books by the 25th, see our Business Membership.
Included Scope
- 1040 + primary state (additional states per scope)
- Schedules C/E/F activity support & tie-outs
- Quarterly check-ins & Q4 planning session
- Reasonable portal/email Q&A
- Notice response for returns we file
Out of Scope (Quoted If Needed)
- Full bookkeeping or monthly close (see Business Membership)
- Entity returns (1120S/1065/1120) — available separately
- Complex reconstructions or multi-year catch-up work
- Specialty filings (foreign disclosures, advanced elections)
Delivery Cadence
We target timely filing and quarterly touchpoints with clear action items.
SLAs
Response times vary by tier; see Pricing for details.
Who It’s For
- Self-employed owners (Schedule C) who want planning built in
- Rental property owners (Schedule E) or farm filers (Schedule F)
- Multi-state or higher-income households needing proactive help
- People who value year-round access to a licensed CPA
Plain English “Maintenance” = we keep your tax life clean all year. “Advisory” = we plan ahead so you’re never surprised.
Ready to Stop Doing Taxes Once a Year and Start Managing Them All Year?
Join the 1040 Maintenance Membership. Your return, quarterly check-ins, and Q4 planning — under one flat cadence.
We don’t guarantee specific tax outcomes; your results depend on your facts and timely data.
Frequently Asked Questions
Who is the 1040 Maintenance Membership designed for?
It’s built for complex individual taxpayers — self-employed, rental property owners, farm operators, and multi-state filers — who want year-round CPA guidance instead of one-time tax prep.
What’s included in the monthly fee?
Your annual 1040 and state filings, quarterly CPA check-ins, a Q4 planning meeting, notice handling, and access to your CPA for short questions. You’ll also receive proactive reminders and estimated-tax guidance each quarter.
Is bookkeeping included?
Not in this membership. You’re responsible for maintaining accurate records. If you want monthly bookkeeping and financials by the 25th, see our Business Membership.
Do you handle multiple states or multiple businesses?
Yes. Multi-state and multi-entity filings are supported; final pricing is adjusted based on complexity and confirmed during discovery.
How does billing work?
We bill every 28 days (13 cycles per year). That creates predictable cadence and ongoing support. Final pricing and SLA response times depend on your chosen tier.
Can I upgrade to a Business Membership later?
Yes. Most clients with business entities eventually transition to our Business Membership, which includes monthly books, payroll, and integrated tax filings under one flat fee.