Core Service
Tax Preparation
Federal and state returns prepared, reviewed, and e-filed by our team. Included in every Base Membership — no per-return surprises.
What it is
Tax preparation is the foundation of every JMCPA membership. We prepare and e-file your federal and state tax returns each year, store every supporting document in TaxDome, and respond to IRS or state notices that arrive on returns we prepared.
It's not a transactional add-on — it's the baseline of an ongoing relationship. The membership model means we're working on your return well before April, and we know your situation before you ask.
Who it's for
- Individuals filing a 1040 (W-2 income, freelance, investment)
- Households filing jointly with dependents
- Small business owners (S-Corp 1120-S, Partnership 1065, Schedule C)
- Trust and estate fiduciaries (1041 / K-1 distribution)
- Multi-entity owners coordinating personal + business returns
What's included
- Federal and state tax return preparation
- E-filing for all jurisdictions
- K-1 preparation and distribution (where applicable)
- TaxDome secure document vault — all years retained
- Portal-based communication and document upload
- IRS / state notice response for returns we prepared
- Free amendments for prior-year returns we filed
- Late-filing penalty indemnity when caused by JMCPA error
How pricing works
Tax preparation is included in every Base Membership tier — from My 1040 ($32/mo) through Income Earner Bundle ($240/mo). Pick the tier that matches your situation and tax prep is covered.