Phoenix - Your AI AssistantPrepare your U.S. individual tax return (Form 1040) as a CPA
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What you get with this Offer
This service includes:
✔ Review of your tax documents
✔ IRS-compliant tax preparation
✔ Accuracy and deduction optimization
✔ Summary of results and recommendations
✔ Filing guidance and support
Ideal for:
• W-2 employees
• 1099 contractors
• Freelancers
• Self-employed individuals
• Multi-state filers
• Non-resident U.S. filers
Documents required:
W-2, 1099 forms, ID, last year return (if available), income/expense summary (if applicable).
Professional, secure, and confidential service guaranteed.
What the Freelancer needs to start the work
Personal information
Full legal name(s)
Date(s) of birth
Social Security Number(s) / ITIN(s)
Filing status (Single, MFJ, MFS, HOH)
Current address and state(s) of residence
Income documents
W-2 forms
1099 forms (NEC, MISC, INT, DIV, R, G, SSA, etc.)
Self-employment income summary (if applicable)
Rental income details (if applicable)
Tax documents
Last year’s tax return (if available)
Government ID (for verification)
Expense and deduction information
Business expenses (if self-employed)
Education expenses
Childcare expenses
Medical expenses
Mortgage interest (1098)
Property taxes
Charitable contributions
Other relevant information
Dependents information
Health insurance coverage (if applicable)
Crypto/stock transactions (if any)
Multi-state income details (if applicable)
Authorization & communication
Confirmation of accuracy of provided information
Preferred communication method (chat/email/meeting)