$775
Personal returns start here
20
New client spots for 2026
March 15, 2027
Last day to ask for a quote
“Jon helped me amend an incorrect return filed by a previous preparer. He was understanding throughout the process and demonstrated great expertise. I felt confident knowing he had everything under control. Highly recommend him to anyone looking for a knowledgeable, reliable tax professional.”
“Excellent, responsive tax preparation. Jon was very knowledgeable and helpful throughout, and always responded quickly to my questions.”
“Our experience has been amazing. The attention to detail and focus on what our company needed most stood out. We highly recommend working with Insight Tax.”
Federal Form 1040 and one state return, with wages, interest, dividends, retirement income and routine investment sales.
Set by how many lots you have, and fixed in your proposal before you commit.
From $150 per additional state, and from $250 each for organized sole proprietor or rental activity.
1
About 3 minutes. No payment to ask.
2
Your proposal arrives by email, generally within two business days.
3
Your secure online organizer arrives when 2026 opens. Upload your documents there; we go over your return in a 15-minute Google Meet review, then file after you authorize.
Federally authorized to practice before the IRS.
When you have a question, it comes to Jon.
As your work, family and finances change, you’re not starting over.
No. Payment reserves your engagement. Preparation begins once your documents are complete.
We explain the extra work and ask you to approve a revised fixed fee before going further.
Yes. Amendments, prior-year returns and notices are quoted separately.
Please don’t. Keep Social Security numbers and account numbers out of email and web forms.
