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)
-
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)
_edited.png)
