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Individual Tax Returns (Form 1040)

Federal and state Form 1040 returns, prepared virtually for clients nationwide by an IRS Enrolled Agent.

What We Need

What we need to get started

We prepare Form 1040 returns for W-2 earners, families with dependents, investors with capital gains, and self-employed or rental filers who need Schedule C, rental property reporting, or Schedule K-1 entry. Getting started is simple.

To get started

  • A photo ID
  • W-2s
  • 1099s
  • Form 1098 (mortgage interest)
  • Brokerage statements
  • Rental income and expenses
  • K-1s

Bought health insurance through the Marketplace? Please include your Form 1095-A. A missing 1095-A is a common reason the IRS rejects a return.

For anything else, our tax organizer will walk you through it step by step once you begin.

Please note: preparation timelines begin once all required documents are uploaded to your secure client portal. Not sure what applies to you? We'll walk through it together on a quick phone call.

How It Works

Get Started with Compass Tax Center

Simple, secure tax preparation—from anywhere in the U.S.

  1. Choose how to begin

    Start Now

    Send us your email to get started.

    Book a Free Consultation

    Book a free phone/video consultation.

  2. Complete your tax organizer

    Complete the tax organizer and securely upload your tax documents using the instructions provided.

  3. Your return is prepared

    Your return is prepared, with follow-up questions if additional information is needed.

  4. Review, sign, and pay

    Review your return during a phone call, get your questions answered, sign the required documents, and submit payment.

  5. Your return is e-filed

    After signed authorization and payment are received, your return is electronically filed.

Ready When You Are

Let's get your return started

Book a free consultation or send us a message and we'll tell you exactly what we need and what it will cost — before any work begins.

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