Individual returns

What's included

• Federal Form 1040 and one state return (additional states quoted)
• All credits you qualify for: Child Tax Credit, Earned Income Credit, child and dependent care, American Opportunity and Lifetime Learning, saver's credit, energy credits
• Itemized deductions when they beat the standard deduction — mortgage interest, property tax, charitable giving, large medical
• State-specific credits (Arizona's charitable, foster care, and school tuition credits are dollar-for-dollar and often missed)
• Direct deposit setup and an estimate of your refund or balance before you approve
• A copy of your return and a complete file kept for three years

What to bring

The portal builds your personal list after a two-minute screener. Typically:

• Photo ID and Social Security cards for you, your spouse, and dependents
• Every W-2, 1099, 1098, and 1095 form you received
• Childcare provider's name, address, EIN, and amount paid
• Last year's return if we didn't prepare it
• Records for anything you paid that might be deductible

What moves the price up

Rental property, more than one state, stock or crypto sales with many transactions, and amended returns. You'll have the number in writing before we start — see pricing.