360-698-5050
simple individual income tax returns
irs form 1040
I charge a minimum fee for simple 1040's - less than the brand name "do it yourself online" software.
If you bring all the paperwork that is needed to prepare the return, I can prepare it while you're in my office, and it'll be E-filed as soon as you approve it.
Returning clients can drop off paperwork in the secure mailbox or at the desk at the office, and pick up at their convenience.
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What qualifies as a simple return?
A simple return is at my discretion. These simple forms don't take long to enter, so I can be kind with the cost of the return.
1095-A: Health Insurance Marketplace Statement
1099-INT: Interest Income (Bank Accounts)
Form W-2: Wage and Income Statement/s
1098-E: Student Loan Interest Statement/s
1099-R: Distributions from Pensions, Retirement/s
SSA-1099: Social Security Benefit Statement/s
1099-DIV: Dividends and Distributions
Educator Credits
Schedule K-1 (most): Some of these are more complicated.You may also be able to deduct some charitable contributions without itemizing. Bring those deductions if you have them.
Other Info I will need:
Social Security numbers and birth dates for every person on the return.
Direct Deposit routing and account numbers (for refunds).
Some other forms add significantly to the time to prepare a return, see Complex Returns for a list.If you did Gig work (Uber, Lyft, Instacart), you will need a Schedule C. Please see the Schedule C page for info that you will need to gather.
