An Enrolled Agent Union
Local1040.tax is committed to simplifying taxes and bookkeeping for individuals and businesses, delivering expert guidance and personalized strategies to help you thrive financially.
Explore our comprehensive tax and bookkeeping services, where quality meets personalized care.
Take Control of Your Taxes with Trusted Expertise
Benefit from decades of accounting insight, once dedicated to corporate and larger businesses, now available to individuals and small business owners like you. As a retired accountant and licensed Enrolled Agent, I bring a wealth of experience to help you identify and implement the most effective strategies to save you money.
My extensive exposure to a diverse range of clients means I’m able to connect many legally available avenues – often seen as ‘loopholes’ or sophisticated strategies – to optimize your tax position. It’s a common misconception that only the wealthy can access such in-depth financial guidance.
I’m here to show you that the right advisor can make all the difference, providing you with the expert alternatives you need to thrive. And my suggestion is for you to rotate your tax advisor every two years to see if there is a difference in what you get for the most of your money.
Tax Preparation
We simplify the tax filing process, ensuring accuracy and peace of mind.
$59 Simple 1040
- Unlimited W-2s
- One state filing ($20 additional state)
- Healthcare coverage 1095-A
- Unemployment 1099-G
- Dividend and Interest Income 1099-Div/1099-Int
$99 Standard 1040
- All above
- Stock 1099-B/Crypto Sales 1099-DA
- 1099-Ks
- 1098 Mortgage
- Energy credit ($30 each)
$129 Advance 1040
- All above
- Sales of Home
- Sole proprietor/Self Employed ($39 one free)
- Rental property ($29 one free )
- Depreciation ($10 each asset)
- Reconstruction of Profit/Loss ($60/hour)
Bookkeeping Services
We are accepting only limited number of businesses for bookkeeping services.
$29 Simple Monthly Plan
Great for growing businesses
- One bank reconciliation
- One Credit Card reconciliation
- Monthly Profit/Loss statement
$39 Standard Monthly Plan
- All above
- Bank reconciliation ($20 each)
- Credit Card reconciliation ($20 each)
$99 Advance Monthly Plan
- All above
- After the fact payroll ($20 one free employee)
- Federal & State Quarterly filing
- 50% discount from prior invoice for 1065 or 1120S tax filing
Blog
Explore expert articles, financial tips, and resources to navigate your taxes and bookkeeping with confidence.
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How AI Simplified My Annual Tax Process
When I first started in taxes, I asked experienced tax pro what…
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Trusted Tax and Bookkeeping Services Tailored to You
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