The Approachable Accountant | Tax Prep and Accounting

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.