A clean federal and state 1040, filed in days.

What you get.

Your federal Form 1040 and one state return, prepared together and e-filed together. We don't hand you the state half to finish yourself.

You get a draft with a plain-English summary, you approve it, you sign Form 8879 electronically, and we file. Refund by direct deposit or balance by direct debit, set up for you.

How it works.

1. Upload your W-2s, 1099s, prior-year return, and ID to SmartVault.
2. We prepare your federal and state returns in Drake®.
3. A second preparer reviews before anything goes out.
4. You review the draft and your refund or balance, sign Form 8879, and we e-file the same day.

What to have ready.

• Photo ID and Social Security numbers for everyone on the return
• W-2s and any 1099s (INT, DIV, R)
• Prior-year tax return, if you have one
• Bank routing and account numbers for refund or payment
• Records for any deductions or credits you plan to claim

See the full 1040 checklist →

The deadline.

Form 1040 is due April 15. In the final week before the deadline we file already-engaged clients in upload order, so the earlier your documents are complete in SmartVault, the sooner you're filed.

If you need more time, we file an extension for you. An extension moves the filing date, not the payment date — so we'll talk through any estimated payment at the same time.