Accurate Account Services
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.

  • 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.