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Individual Tax Return (Non-Salary / Non-Business)

NO HIDDEN FEES

This service covers end-to-end preparation and electronic filing of your U.S. individual tax return for taxpayers who do not have W-2 salary and do not have self-employment/business income (Schedule C). It’s ideal for retirees, investors, and households filing jointly with retirement and/or investment income.

Best for you if you have:

  • Retirement income (SSA-1099, 1099-R from pension/IRA/401(k))

  • Investment income (1099-INT / 1099-DIV) and/or brokerage statements

  • Married Filing Jointly (MFJ) with retirement/investment income

  • Other common non-salary income such as unemployment (1099-G) or gambling winnings (W-2G)

What you get:

  • Preparation and e-filing of your Federal Individual Tax Return (Form 1040)

  • 1 State income tax return included

  • Review of tax documents provided (SSA-1099, 1099-R, 1099-INT/DIV, brokerage summary, etc.)

  • Deductions and credits review applicable to your situation (based on documents and eligibility)

  • Secure intake form + document checklist

  • E-file submission + confirmation

  • Basic email Q&A during preparation to resolve missing items

How it works:

  • Purchase this service (select the right variant)

  • Complete the intake form and upload documents

  • We prepare your return and request any missing items

  • You approve → we e-file and share confirmation + final copy

Individual Tax Return (Non-Salary / Non-Business)

PriceFrom $199.00
Filing as
Single / HOH / Qualifying Widow(er)
Married Filing Jointly (MFJ)
Type of Income
Retired (SSA-1099 + 1099-R)
Retired + Investments (1099-INT/DIV)
Investments with Sales (Schedule D / 8949)
Other Income
Quantity
  • Federal Form 1040 preparation and e-filing

  • 1 state return included

  • Retirement income reporting (SSA-1099, 1099-R)

  • Investment income reporting (1099-INT/1099-DIV) and basic brokerage reporting (as per selected variant)

  • Standard deduction or itemized deductions review (based on complexity/variant selected)

  • Filing confirmation and final PDF copy of filed return(s)

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