Individual Tax Returns
Form 1040Full preparation and e-filing of your federal income tax return. Whether your situation is straightforward or involves multiple income sources, investments, or life changes, we make sure your return is accurate, complete, and filed on time.
Tax Preparation for Your Individual Circumstances
Every tax situation is different. Whether you’re self-employed, investing, trading cryptocurrency, or receiving retirement income, The Square Penny provides careful, human-prepared tax returns tailored to your circumstances.
Self-Employed & Sole Proprietors
Independent contractors, delivery drivers, freelancers, and sole proprietors reporting business income and expenses.
Learn more →Cryptocurrency Transactions
Crypto sales, exchanges, investment gains, and other taxable digital asset activity.
Learn more →Investments & Capital Gains
Stocks, bonds, mutual funds, dividends, investment sales, and gains or losses.
Learn more →Retirement Income
Social Security, pensions, IRA distributions, retirement accounts, and related income.
Learn more →What every individual return includes
- A real person preparing your return. An IRS Enrolled Agent reviews your documents, asks questions, and prepares and e-files your federal return, plus any state returns you need.
- A review before you commit. We look over your intake and documents first, then send you a quote. Nothing is charged until you accept it.
- Secure, fully remote. You upload documents through our encrypted client portal and meet us by video for your New Client Interview.
- Prior-year and amended returns. We can also prepare returns for earlier years and file Form 1040-X to correct a return already filed.