Simply Done Tax Service
$300 No Hidden Fees
100% virtual tax preparation for taxpayers filing Single or Married Filing Jointly.
Use our secure client portal to –
- Sign your engagement letter
- Pay your deposit and final invoice
- Complete your tax organizer to provide required information
- Upload your tax documents
- Watch a video review of your return
- Review and approve your return online
- E-sign your Authorizations to Efile with Knowledge Based Authentication (KBA)
- Retrieve a copy of your accepted returns
This is not a consultative service.
While we will answer specific questions about your return, we will provide no other advisory services.
Simply Done includes:
- W2 income from up to 5 employers
- 1099SSA
- Interest and dividends reported on up to 5 1099-INT and 1099-DIV
- Claiming the standard deduction ($12,550 single, $25,100 married filing jointly)
- Child Tax Credit – Advance Child Tax Credit payments must equal the IRS 6419 letter(s) received from the IRS
- Student loan interest
- Teacher adjustment
- Cash charitable contributions up to $300 ($600 if married filing jointly)
- One state
- NO Itemized deductions
- NO Child & Dependent Care Credit
- NO Earned Income Credit
- NO Education credits including AOTC and Lifetime Learning
- NO Head of Household filing status
- NO California, New York, Oregon state returns
Self-Employed?
Add on a Schedule C to your return for $100
Requirements:
- Income Statement (Profit & Loss) produced by a qualified bookkeeper
- OR create an income statement using our online form, including detailed information about business use of home
- Must be eligible for standard mileage deduction and elect to take that deduction for 2021
- Must make Safe Harbor election for Business Use of Home ($5/square foot up to 300 square feet)
- No depreciable assets
Want to learn more?
IMPORTANT: DO NOT SEND ANY PERSONAL OR TAX INFORMATION VIA EMAIL, VOICEMAIL, TEXT, ONLINE MESSENGER, MAIL, OR ANY MEANS OF TRANSMISSION OR DELIVERY OTHER THAN OUR SECURE ONLINE PORTAL.
The Approachable Accountant
PO Box 2112, Leesburg, VA 20177
Phone: 571-S0S-4TAX
Email: admin@approachableacct.com
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