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Individual tax returns
Individual tax returns for $200
For W-2 employees and households with straightforward income. Your federal Form 1040 and one state return, prepared and e-filed by me.
What's included
- Federal Form 1040 and one state return
- W-2 wages, interest and dividend income
- Standard deduction
- Common credits such as the Child Tax Credit
- E-filing with the IRS and your state
- A copy of your return and a plain-English summary
Who it's for
Employees, retirees and families whose income comes mainly from a job, savings or retirement accounts.
Business income goes on Schedule C. See the self-employed return.
Add-ons
If your return needs more
These are the only extra charges. I'll tell you which apply before I start.
| Add-on | Price |
|---|---|
| Itemized deductions (Schedule A)Mortgage interest, property tax, charitable giving, medical expenses | +$99 |
| Investment sales (Schedule D / Form 8949)Stock, fund or crypto sales | +$99 |
| K-1 incomeEach K-1 from a partnership, S corporation or trust | +$99 |
| Rental property (Schedule E)Each property | +$150 |
| Additional state returnMoved during the year or earned income in another state | +$75 |
Other forms are quoted after I review your documents.
What to send me
I'll send a checklist and a secure upload link after you reach out. Most returns need:
- Last year's tax return
- Photo ID for you and your spouse
- Social Security numbers and birth dates for everyone on the return
- W-2s from every employer
- 1099-INT, 1099-DIV, 1099-R, SSA-1099 or 1099-G forms you received
- 1098 (mortgage interest), 1098-T (tuition) or 1095-A (marketplace insurance), if you have them
- Childcare provider name, address and amount paid
- Bank routing and account number for your refund
How it works
Four steps to a filed return
Reach out
Fill out the short form or call 949-423-8885.
Send documents
I send a checklist and a secure upload link.
I prepare and review
If anything is outside the listed price, you hear about it first.
You sign, I e-file
You get a copy of the return and a plain-English summary.
Questions
Individual return questions
What does the $200 individual return include?
A federal Form 1040 and one state return for W-2 income with the standard deduction, plus interest and dividend income and common credits such as the Child Tax Credit. E-filing, a copy of your return and a plain-English summary are included.
When would my return cost more than $200?
Only when it needs one of the listed add-ons, such as itemized deductions (+$99), investment sales (+$99) or a rental property (+$150 each). I tell you the total before I start.
I have a side business or 1099 income. Is this the right service?
Self-employment income goes on Schedule C, which is the self-employed return at $449.
Which states can you file for?
One state return is included. I'm registered with CTEC to prepare returns in California. Oregon, Maryland, New York and Connecticut require their own preparer registration, so for those states I'll confirm I can file yours before we start.
Ready to file your 2026 return?
$200 for federal and one state. New clients take $25 off.