Prepare 2019-2021 Individual Tax Returns
Budget: $30 – $250 USD
I need three separate federal (and any necessary state) Form 1040 returns prepared for tax years 2019, 2020 and 2021. Pretty straightforward. No complexity.
All supporting documents are already in hand—W-2s, 1099s, brokerage statements, interest, medical receipts and charitable receipts—so you can dive straight into the numbers without chasing paperwork.
I also have my past 2018 1040 for review.
what I'd l ike
• A review of every document I upload, with follow-up questions if anything looks missing or ambiguous.
• Accurate preparation of each year’s return, including all required schedules and forms for common items if needed.
• Identification of every deduction and credit legally available to me for each year so my total tax liability is minimized.
• A concise summary of the results for each year—refund or balance due—plus explanations of any carry-forwards or special considerations.
• Ready-to-file PDFs and e-file authorization forms (or an e-file submission if you are an authorized provider).
• A copy of the final tax software file (Drake, Lacerte, ProSeries, TaxAct—whichever you use) for my records.
Acceptance criteria: returns must pass IRS/State e-file validation with no error codes, all figures reconcile to the source documents provided, and I receive electronic or print-ready copies suitable for secure storage.
Speed matters but accuracy comes first. Clear communication, data confidentiality and a straightforward, professional approach will make this project go quickly and smoothly.
All supporting documents are already in hand—W-2s, 1099s, brokerage statements, interest, medical receipts and charitable receipts—so you can dive straight into the numbers without chasing paperwork.
I also have my past 2018 1040 for review.
what I'd l ike
• A review of every document I upload, with follow-up questions if anything looks missing or ambiguous.
• Accurate preparation of each year’s return, including all required schedules and forms for common items if needed.
• Identification of every deduction and credit legally available to me for each year so my total tax liability is minimized.
• A concise summary of the results for each year—refund or balance due—plus explanations of any carry-forwards or special considerations.
• Ready-to-file PDFs and e-file authorization forms (or an e-file submission if you are an authorized provider).
• A copy of the final tax software file (Drake, Lacerte, ProSeries, TaxAct—whichever you use) for my records.
Acceptance criteria: returns must pass IRS/State e-file validation with no error codes, all figures reconcile to the source documents provided, and I receive electronic or print-ready copies suitable for secure storage.
Speed matters but accuracy comes first. Clear communication, data confidentiality and a straightforward, professional approach will make this project go quickly and smoothly.