All you need to file with confidence
Choose to file on your own with step-by-step instructions, receive unlimited expert assistance along the way, or have a dedicated expert handle your taxes from start to finish.
Say goodbye to paperwork. We’ll import your tax docs and data for you.
Simply snap a photo, upload your documents, or import them directly from your employer or financial institution.
We’re here to help you prepare for tax season
Try our TaxCaster calculator to get a preview of your refund or find out what you may owe.
Track the documents you'll need when it’s time to file your taxes.
Everything you need to understand about taxes—things you didn't learn in school.
We’re here to help you prepare for tax season
Your tax return, covered for life with a guarantee
Enjoy 100% accurate calculations, audit assistance, and the maximum refund, all protected for the full 7-year duration of your tax return.
Achieve the best tax outcome
Whether you file on your own or receive expert assistance, you’re guaranteed your maximum refund—or your money back.
Taxes done correctly
Excellence Tax Services ensures 100% accurate calculations, so your taxes will be filed correctly—guaranteed, or we’ll cover any IRS penalties.
Excellence Tax Services Online: Essential Information for Filing Simple Form 1040 Returns
If you’re filing a straightforward Form 1040 return (without any additional forms or schedules, except those needed for the Earned Income Tax Credit, Child Tax Credit, or student loan interest), you can file for free with Excellence Tax Services Free Edition, or opt for Excellence Tax Services Assisted Basic at the listed price. Approximately 40% of taxpayers qualify.
Examples of situations that qualify for a simple Form 1040 return (assuming no additional tax complexities):
- W-2 income
- Interest, dividends, or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Taxable distributions from qualified retirement plans
Examples of situations that are not included in a simple Form 1040 return:
- Itemized deductions on Schedule A, such as charitable donations, medical expenses, mortgage interest, and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (typically reported by self-employed individuals, gig workers, or freelancers)
- Stock sales, including cryptocurrency investments
- Income from rental properties or property sales
- Credits, deductions, and income reported on additional forms or schedules