1040 Maintenance — Simple
Year-round CPA support for individuals who do not file Schedules C, E, or F. Built for W-2 earners, retirees, and households with modest complexity who want proactive guidance, predictable billing, and a clean filing season — not last-minute scramble.
Not sure if you’re “Simple” or “Complex”? If you have self-employment income, rental properties, farm income, or multi-state complexity, see our 1040 Maintenance — Complex page instead.
Simple 1040 Support Options
Ongoing CPA support for straightforward individual tax situations, with pricing based on document count, state filings, and overall complexity.
Peace of Mind
Starting at $1,690 per year
- Federal + state return preparation and e-file
- Quarterly estimate targets (safe harbor guidance)
- Mid-year planning check-in
- IRS transcript monitoring (as appropriate)
- Notice response support for returns we prepare (within scope)
- Priority scheduling
- Up to 3 “quick question” calls per year
Essential
Starting at $1,105 per year
- Federal + state return preparation and e-file
- Quarterly estimate targets (safe harbor guidance)
- Mid-year planning check-in
- IRS transcript monitoring (as appropriate)
- Notice response support for returns we prepare (within scope)
FasTrack 1040
Starting at $585 per year
- Federal + state return preparation and e-file
- Quarterly estimate targets (safe harbor guidance)
- Up to 6–7 formal tax documents(W-2, 1099, SSA, etc.)
- Notice response support for returns we prepare (within scope)
Final pricing is confirmed after we review your documents, number of states, and overall complexity. Additional forms, states, or mid-year changes may affect final pricing.
How It Works
Start With a Short Call
We confirm fit, confirm whether you’re Simple vs. Complex, and review what you have going on this year.
Annual Support, Predictable Billing
Pricing is quoted as an annual amount and spread evenly across the year for predictable payments. You’ll know scope and pricing before we begin.
Secure Portal Workflow
Documents, communication, signatures, and e-file confirmations flow through a secure portal.
Accuracy & Notice Support
If we make a preparation error or omission on a return we file, we’ll correct it and re-file at no charge. If you receive an IRS or state notice related to a return we prepared, we’ll help respond and resolve it within scope. This covers accuracy and proper preparation — it does not guarantee a specific refund outcome.
We do not guarantee tax outcomes; results depend on your facts and timely data.