Form 1040 Pricing Estimate

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Get an estimated 1040 price range

Choose what applies. You’ll see an estimated range and a transparent breakdown.

What’s included in the $400 base price?
  • Federal Form 1040
  • Up to one state tax return
  • Up to two W-2s
  • Up to one 1099-B
  • Dependents

Filing & Income Details

Base price includes up to two W-2s.
Mortgage interest, real estate taxes, charitable giving, and other itemized deductions.
Typically needed if interest/dividends exceed $1,500
Add one row per business activity. Choose activity level for each.
Final pricing may vary based on rental complexity.
Additional fees for more than 5 transactions, consolidated 1099 statements or crypto transactions.
Base price includes up to one 1099-B.
Low volume (up to 20 transactions); Moderate volume (21–50 transactions); High volume (50+ transactions)
Base price includes one state return. How many states do you file in?
Base price includes dependents.
Includes Form 2441 for dependent care credit (childcare, daycare, etc.).
Includes education credits (Form 8863) based on Form 1098-T.
Includes Form 8889 for HSA contributions/distributions.
Includes Premium Tax Credit reconciliation (Form 8962) based on Form 1095-A.
Includes Alternative Minimum Tax calculations and related adjustments.
Includes passive activity loss limitations and carryforward calculations.
Includes basis tracking and Form 8606 for non-deductible IRA contributions or distributions.
Includes home office deduction calculations (Form 8829 or simplified method).
Includes Net Investment Income Tax calculation (Form 8960).
I have foreign accounts, foreign business/rental activity, or live outside the U.S.
Foreign income reported on a U.S. brokerage 1099 (for example, foreign dividends or foreign tax paid) is usually okay.
Email access for tax questions throughout the year without worrying about hourly billing. Does not include a tax modeling calculation.
Includes two tax strategy meetings, two tax projections, personalized tax reduction strategies, and ongoing access for tax questions throughout the year.