Individual Tax Returns

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Simple, accurate tax preparation for Individuals, Sole Proprietors, and Single-Member LLC's.

If your business is a Multi-Member LLC, Partnership, S Corporation, or C Corporation that requires a separate return, see our Business Tax Returns page.  

 Includes 

• Preparation of Federal Form 1040
• Applicable schedules (A, C, D, etc.)
• State income tax returns (if applicable)
• Review and electronic filing

What You Will Need

• Completed intake form
• W-2s, 1099s, and other tax documents
• Prior-year tax return
• Income and expense records for self-employment income (if applicable)
• Photo ID and Social Security information
• Health insurance documentation, if applicable (1095-A)
• Copies of any IRS or state notices received

Having documents organized in advance helps us file faster and more accurately. Clients using our bookkeeping services are typically tax-ready earlier and experience a smoother filing process.

• February 20th Deadline to receive Early Bird discount on 1040 Returns**
• March 15th Deadline to Receive Documents/Information for 1040 Returns
• March 31st Automatic Extension Date for 1040 Returns ***
• April 15th Deadline to file 1040 Returns
• August 31st No Guarantee of Completion for 1040 Extended Returns Received After this Date
• October 15th Deadline to file 1040 Extended Returns

*If a date falls on a day when Bookkeeping Plus Inc is not open, the deadline will be the first business day after that date.

**Bookkeeping Plus offers a 10% Early Bird Discount for 1040 returns if complete documents are dropped off or loaded to the portal by February 20th.

***Filing an extension moves the date for filing, not the payment date. Extended returns may be subject to penalty and interest.