Simple 1040 Membership — Frequently Asked Questions

Answers to the most common questions about how our Simple 1040 Membership works — including scope, what’s included, pricing, billing, and how your tax year is covered.

Membership Basics

What is the Simple 1040 Membership?
A flat-fee, CPA-led membership for individuals who do not file Schedules C, E, or F. Ideal for W-2 earners, retirees, and households with modest investment income who want year-round support instead of seasonal tax prep.
Who is this membership designed for?
The Simple 1040 Membership is for filers with:
  • W-2 income
  • Social Security or pension income
  • Interest, dividends, and basic investments
  • One primary state filing
If you have rentals, K-1s, self-employment income, or multi-state complexities, we’ll route you to our Complex 1040 Maintenance program.
Can I start any time?
Yes. Memberships begin the day you join and run for a rolling 12-month commitment, billed every 28 days(13 cycles/year).

Included Return & Scope

Which tax return is included?
Your membership includes the individual tax return (Form 1040) for the tax year that ends inside your 12-cycle window.

For most members, this means:
  • The current calendar year (filed next season)
  • Primary state included; additional states billed by scope
What’s included in each tier?
FasTrack 1040 — Starting at $45 / 28 days
  • Federal + State Return
  • Quarterly Safe Harbor Estimates
  • Up to 6–7 tax documents (W-2, SSA-1099, INT/DIV, etc.)

Essential Tax — Starting at $85 / 28 days
  • Everything in FasTrack
  • Priority Scheduling
  • Mid-Year Tax Planning Session
  • IRS Transcript Monitoring

Peace of Mind Bundle — Starting at $130 / 28 days
  • Everything in Essential
  • Quarterly Tax Projection
  • Early Retainer (Audit Representation)
  • Three Quick-Question Calls per Year
  • Notice Response Service
Are rentals, K-1s, or self-employment included?
No. The Simple 1040 Membership excludes:
  • Schedule C (self-employment)
  • Schedule E (rentals, K-1s, partnerships)
  • Schedule F (farm)
Those are handled under our Complex 1040 Maintenance membership.

Pricing & Billing

How much does it cost?

Pricing starts at:

  • FasTrack 1040:$45 / 28 days (≈ $585/year)
  • Essential Tax:$85 / 28 days (≈ $1,105/year)
  • Peace of Mind Bundle:$130 / 28 days (≈ $1,690/year)

Final pricing is confirmed after reviewing your documents and state requirements.

How is billing handled?
Your membership is billed automatically every 28 days(13 cycles per year). No invoices to chase — everything is handled securely through autopay.
Is there a minimum commitment?
Yes — the Simple 1040 Membership requires a rolling 12-month commitment. Early cancellation forfeits the included tax return.

Support & Portal

How do I send documents?
All documents, signatures, and tax forms flow through our secure Qount Portal. Please avoid sending sensitive information by email or text.
How fast do you respond to questions?
Response times depend on tier:
  • FasTrack: 48 hours
  • Essential: 24–48 hours
  • Peace of Mind: priority response
“Quick questions” under ~10 minutes are included by tier.
Do you handle IRS or state notices?
Yes — for returns we prepare. Peace of Mind members receive full notice response service and audit representation. Other tiers include notice handling for accuracy-related issues only.

Guarantee

What is the First-Season Guarantee?
We stand behind our work. 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 the return we prepared, we’ll handle the correspondence and resolution at no additional cost.

This guarantee covers accuracy — it does not guarantee a specific refund outcome or prevent random ID-verification notices.

Apply for Simple 1040 Membership