Individual Tax Returns We Prepare
TaxReturn.cpa prepares Form 1040 individual income tax returns ranging from relatively straightforward filings to returns involving self-employment, rental property, K-1 income, investments, stock compensation, and multiple states.
If your tax life has become more complicated, that does not mean your tax preparation process has to be.
We Focus on Individual Income Tax Returns
- W-2 employees and retirees
- Self-employed individuals and Schedule C businesses
- Rental property owners
- Taxpayers receiving Schedule K-1 income
- Investors with brokerage and stock-sale activity
- Employees with RSUs or stock options
- Taxpayers filing in more than one state
- Business owners who need their personal Form 1040 prepared
Tax Situations We Commonly Handle
Your tax return may include one or several of the situations below. The combination and complexity of those items helps determine your preparation level and price.
W-2, Retirement & Everyday Income
Many individual returns primarily involve wages, retirement income, Social Security, interest, dividends, itemized deductions, dependents, and ordinary tax credits.
These returns will often fall within our Standard preparation level.
Self-Employment & Schedule C
Freelancers, independent contractors, consultants, sole proprietors, gig workers, and other individuals reporting business income and expenses on Schedule C.
Learn about self-employed tax preparation →Rental Property
Individual returns involving rental income, Schedule E, depreciation, repairs and expenses, property sales, and related rental activity.
Learn about rental property tax preparation →Schedule K-1 Income
Individual returns reporting income, deductions, credits, or other tax items from partnerships, S corporations, trusts, or estates.
K-1 reporting will generally place a return into our Plus, Complex, or Advanced level depending on the facts.
Investments & Stock Sales
Brokerage accounts, Forms 1099-B, capital gains and losses, cost-basis issues, wash sales, investment income, and other securities transactions.
Routine brokerage activity may remain Standard; more involved investment reporting can increase the preparation level.
RSUs & Stock Compensation
Returns involving restricted stock units, stock options, employer equity compensation, stock sales, and the coordination of payroll and brokerage reporting.
These situations often require additional review because compensation and investment reporting can overlap.
Multiple States
Individuals who moved during the year, worked in multiple states, own rental property in another state, or otherwise have filing requirements in more than one jurisdiction.
Multistate returns typically fall into our Plus or Complex preparation levels.
Business Owners' Personal Returns
Personal Form 1040 returns for owners of partnerships, S corporations, LLCs, and other businesses who receive K-1 income or have business-related tax items on their individual return.
The related business return is a separate engagement unless specifically included elsewhere.
Other Individual Tax Complexity
Some returns involve unusual transactions, foreign reporting, significant record reconstruction, or other specialized issues that require individual review before we can determine scope and pricing.
Different Tax Situations Require Different Levels of Preparation
Rather than pricing every tax form separately, TaxReturn.cpa groups individual returns into preparation levels based on overall complexity.
Standard
$650
Straightforward individual returns without a significant additional complexity area.
Plus
$995
One meaningful additional area such as Schedule C, rental property, K-1, or another state.
Complex
$1,495
Multiple complexity areas or tax situations requiring more substantial professional preparation and review.
Advanced
Custom Pricing
Specialized or unusually complex individual returns requiring manual scope review.
Looking for Something Other Than an Individual Form 1040?
TaxReturn.cpa is designed specifically around individual income tax preparation. That does not mean Boulanger CPA and Consulting PC only prepares Form 1040 returns.
If you need another type of tax return or a separate professional service, the engagement is handled directly through Boulanger CPA and Consulting PC rather than through the standard TaxReturn.cpa workflow.
Business Tax Returns
S corporations, partnerships, C corporations, and other business entity returns.
Trust & Estate Returns
Fiduciary income tax returns and other trust or estate-related tax filings.
Amended Returns
Prior-year corrections and amended federal or state income tax filings.
Tax Notices & Representation
IRS, FTB, CDTFA, EDD, audit, notice, and tax controversy matters are separate professional engagements.
If your need falls outside the TaxReturn.cpa individual-return workflow, we can route the inquiry to Boulanger CPA and Consulting PC for separate consideration.
Not Sure Whether Your Return Fits?
You do not need to know which forms or schedules apply before getting started. Our questionnaire asks about the underlying tax situations in your return.
We use those answers to identify the preparation level that appears to fit and show you the price before you decide whether to move forward.
See Your PriceMore Complexity Does Not Have to Mean a More Complicated Client Experience
As financial lives grow, individual returns often become more complicated. A new business, rental property, partnership investment, stock compensation, interstate move, or brokerage activity can quickly move a taxpayer beyond a simple DIY return.
TaxReturn.cpa is designed to handle that complexity through a structured digital workflow: clear pricing, secure document collection, scheduled production, professional preparation and review, electronic signatures, and e-filing through Boulanger CPA and Consulting PC.
Ready to Find Out Where Your Return Fits?
Answer a few questions about your tax situation to see your preparation level, price, and current production availability.
See Your Price