Core 1040 Preparation
W-2, standard or itemized, credits, dependents. Federal plus Massachusetts in every engagement.
- Form 1040 and 1040-SR
- Schedule A itemized deductions
- MA Form 1 and MA Schedules
- Federal and state e-filing
01 · Individual Taxation
Individual Tax Returns.
Federal Form 1040 and all schedules — W-2, self-employed, investors, landlords, K-1 recipients, crypto, and U.S. citizens abroad. Massachusetts state return included with every federal return.
What's Included
The full scope of work.
Each engagement begins with a written scope and a flat or hourly fee disclosed in advance, in compliance with Circular 230 §10.27.
Self-Employed & Gig Income
Schedule C for sole proprietors, single-member LLCs, freelancers, and 1099 contractors.
- Schedule C income and expenses
- Home office (Form 8829 / simplified)
- Self-employment tax (Sch SE)
- QBI deduction (§199A)
Rental & Real Estate
Schedule E for one-off rentals to multi-property portfolios with depreciation schedules.
- Schedule E, 1 to multiple properties
- MACRS depreciation (Form 4562)
- Passive activity loss (§469)
- 1031 exchanges tracking
Investments & Capital Gains
Schedule D and Form 8949 for stocks, ETFs, mutual funds, options, and crypto dispositions.
- Schedule D / Form 8949
- Wash-sale reconciliation
- Cryptocurrency reporting
- K-1 basis tracking
Expat & Cross-Border Returns
U.S. citizens abroad, green card holders, and dual-status filers.
- Form 2555 (FEIE)
- Form 1116 (FTC)
- FBAR / FinCEN 114
- See International page →
K-1s & Pass-Through
S-Corp, partnership, and trust K-1s — straightforward to multi-state with special allocations.
- 1 to 4+ K-1 forms
- Basis tracking for shareholders
- Multi-state K-1 apportionment
- Passive vs. non-passive treatment
Our Process
Four steps, end to end.
The same workflow whether the engagement is a single 1040 or a multi-entity consolidation — predictable, documented, and auditable.
01
Intake
Upload prior-year return and current-year documents through the Client Portal or drop off at the Hyannis office.
02
Review
We reconcile income statements, identify missed deductions and credits, and flag any issues needing attention.
03
Prepare
Return drafted with complete workpapers, reviewed for accuracy, and an explanatory memo prepared for your records.
04
File
You sign Form 8879, we e-file federal and MA, and refund or balance due is confirmed within 48 hours of acceptance.
Transparent flat-fee or hourly pricing.
Individual Form 1040 preparation starts at $150 for a basic return (W-2, standard deduction, MA state included) and scales with complexity — Schedule C, E, D, K-1s, or expat situations. See the full public fee schedule for detailed breakdowns and Circular 230 §10.27 compliance notes.
Ready to get started?
Upload your prior return and supporting documents through the secure Client Portal, or schedule a consultation to discuss your matter.