Services
Form 1040 tax return preparation
Employment income, common income forms, standard deductions, and typical individual tax situations.
Who this service is for
For individual returns centered on personal income such as wages, interest, dividends, retirement distributions, and other common tax forms. It also covers household facts, tax credits, and routine schedules or forms that are part of an individual Form 1040 return.
Common situations
- Employee income reported on W-2 forms.
- A household with children or other dependents.
- Interest, dividends, retirement distributions, or other additional income forms.
- Marketplace health insurance and Form 1095-A.
What to prepare
- W-2s and other income forms received for the year.
- 1099-INT, 1099-DIV, retirement forms, and other tax statements when applicable.
- Records related to children or dependents and documents supporting credits or deductions that apply.
- Form 1095-A if health insurance was obtained through the Marketplace.
What we review
We review the income documents together and make sure household facts and other information support the items reported on the return. If the same return also includes self-employment, foreign income, or multiple states, those areas are added to the overall filing with their own review.
Helpful resources
What to prepare
A list of documents and supporting records for credits, dependents, mileage, expenses, and foreign items.
How it works
Four steps from initial contact to filing: we first understand the situation, then identify the documents, receive them securely, and review the result with you.
Documents are transmitted only through a secure method after the initial contact.
Common questions
Can W-2 and 1099 income be filed together?
Yes. W-2, 1099, and other income forms are reported within one individual return when they belong to the same taxpayer.
How do I choose a filing status?
Filing status depends on marital status, dependents, and the facts of the year. If there is uncertainty, it should be checked before calculating the return.
What if I had Marketplace health insurance?
Form 1095-A is required. A return with Marketplace coverage can be incorrect without it, especially if the advance premium tax credit was received.
What if I moved between states?
We review move dates, states of residence and work, state W-2 details, and remote-work facts. This may affect state returns.
Can the return be filed without my final confirmation?
No. Before filing, the client must have the opportunity to review the return and sign the required authorizations. A return is not filed without the client’s final confirmation.
Contact
Describe what you have: W-2, 1099, Schedule C, income outside the U.S., foreign accounts, an IRS letter, or another question. We will then suggest the next step.