Freelancers & creators
1099 income, platform payouts, home office, vehicle and equipment deductions, and self-employment tax.
Personal tax returns for people with more than a W-2.
Form 1040 preparation for freelancers, business owners, rental property owners, investors and Americans living abroad. Prepared and e-filed by licensed CPAs, with every deduction you are entitled to.
Who we help
Returns that need a CPA, not a tax app.
If your income comes from more than one place, these are the parts of your return we handle.
Rental owners
Rental income and expenses, depreciation, and short-term rentals such as Airbnb.
Business owners
K-1 income from S-Corps and partnerships, owner salary and the qualified business income deduction.
Stocks & crypto
Capital gains and losses, dividends, and cost basis for brokerage and crypto accounts.
Americans overseas
U.S. citizens and green card holders living abroad, with foreign income exclusion and foreign tax credits.
Late & amended returns
Past years you did not file, and corrections to returns already filed.
Deadlines
Key dates for the 2026 tax year.
Federal dates. If a date falls on a weekend or holiday, it moves to the next business day.
| What | Form | Due | With extension |
|---|---|---|---|
| Personal tax return | Form 1040 | Apr 15, 2027 | Oct 15, 2027 |
| Return for U.S. citizens living abroadAutomatic 2-month extension to file | Form 1040 | Jun 15, 2027 | Oct 15, 2027 |
| Foreign bank account reportIf foreign accounts total over $10,000 at any time in the year | FinCEN 114 (FBAR) | Apr 15, 2027 | Oct 15, 2027 (automatic) |
| 2027 quarterly estimated taxFor self-employed people and others without enough withholding | Form 1040-ES | Apr 15 · Jun 15 · Sep 15, 2027 · Jan 2028 | |
An extension (Form 4868) gives more time to file, not more time to pay. Tax owed is still due on April 15.
What's included
Everything that goes with your return.
- ✓Federal return
Form 1040 with every schedule your income requires.
- ✓State returns
Resident, part-year and nonresident returns if you moved or earned income in more than one state.
- ✓Deduction review
Business, home office, vehicle, education and retirement deductions checked against your records.
- ✓Estimated tax plan
Next year's quarterly payments worked out so April holds no surprises.
- ✓Extension filing
Form 4868 filed on time if your documents are not ready.
- ✓IRS notice help
We read and answer IRS or state letters about the returns we prepared.
How it works
Filing with us, step by step.
Most of it happens by email and upload. One call to review your return.
Step 1
Free call
We learn about your income and give you a fixed quote.
Step 2
Upload
You upload documents to a secure folder using our checklist.
Step 3
Prepare
We prepare your federal and state returns and list any questions.
Step 4
CPA review
A licensed CPA reviews the return line by line.
Step 5
Your approval
We walk you through it. You sign the e-file authorization.
Step 6
E-file
Filed with the IRS and states. Accepted copies sent to you.
What to send us
Your document checklist.
Send what applies to you. We will ask if anything is missing.
- Last year's federal and state returns
- W-2s from every employer
- 1099-NEC, 1099-K and 1099-MISC for freelance or platform income
- 1099-INT, 1099-DIV and 1099-B from banks and brokers
- Crypto exchange gain and loss reports
- Schedule K-1s from partnerships or S-Corps
- Rental income and expenses for each property
- Form 1098 mortgage interest and property tax bills
- Records of business expenses if self-employed
- Estimated tax payments made during the year
- Foreign bank balances and foreign income, if any
- IRS or state notices received during the year
FAQ
Individual tax questions.
I'm self-employed. Do I need to pay tax during the year?
Usually yes. If you expect to owe $1,000 or more, the IRS expects quarterly estimated payments. We work out the amounts and send you reminders before each due date.
I live outside the U.S. Do I still need to file?
Yes. U.S. citizens and green card holders file every year wherever they live. Many owe little or nothing after the foreign earned income exclusion or foreign tax credits, but the return and FBAR still need to be filed.
I haven't filed for a few years. What should I do?
File as soon as possible. Penalties and interest keep growing on unpaid tax. We prepare the missing years and help you set up a payment plan with the IRS if needed.
I made a mistake on a return I already filed. Can you fix it?
Yes. We prepare an amended return (Form 1040-X) and the matching state amendment.
Do you also prepare my business return?
Yes. Many clients have us prepare both, so the K-1 from the business and the personal return match exactly.
Contact
Book a free consultation.
Tell us a little about your business and we will reply within one business day.