1040 Maintenance – Simple Membership (What’s Included)

A flat-fee CPA membership for individuals who do not file Schedules C, E, or F. Built for W-2 earners, retirees, and households with modest tax complexity who want year-round CPA support and predictable billing — instead of seasonal tax-prep chaos.

Membership Tiers (Every 28 Days)

Peace of Mind Bundle

Starting at $130 / 28 days(≈ $1,690 / year)

  • Federal, State & Local Income Tax Return
  • Quarterly Safe Harbor Estimates
  • Priority Scheduling
  • Mid-Year Tax Planning Session
  • IRS Transcript Monitoring
  • Early Retainer Program (Audit Representation)
  • Three “Quick Question” Calls per Year
  • Special Bonus: Notice Response Service
  • Quarterly Tax Projections

Essential Tax

Starting at $85 / 28 days(≈ $1,105 / year)

  • Federal, State & Local Income Tax Return
  • Quarterly Safe Harbor Estimates
  • Priority Scheduling
  • Mid-Year Tax Planning Session
  • IRS Transcript Monitoring

FasTrack 1040

Starting at $45 / 28 days(≈ $585 / year)

  • Federal, State & Local Income Tax Return
  • Quarterly Safe Harbor Estimates
  • Up to 6–7 formal tax documents(W-2, 1099, SSA, etc.)

How the Membership Works

Start Any Day

Your membership begins immediately. Billed every 28 days(13 cycles per year).

Included Tax Year

Each rolling 12-cycle period funds the tax return that ends during your membership. Calendar filers: the current year (filed next season).

Secure Portal Workflow

All documents, communication, signatures, and completed returns flow through your secure portal.

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 and proper preparation — it does not guarantee a specific refund outcome or prevent random agency notices.

Final pricing is confirmed after we review your tax documents, number of states, and overall complexity. Most members fall within the ranges listed above.

Apply for Simple 1040 Membership

Billed every 28 days via autopay (13 cycles per year). We do not guarantee tax outcomes; results depend on your facts and timely data.