Tax intake · about 5 minutes

Start your tax return before you walk in

Tell us about your household and income and see your estimated price as you go. We confirm your final price, then you either drop off your documents or come in for an appointment.

How it works

1. Send this form. 2. We confirm your price and send a list of what to bring. 3. Drop off your documents and we call you when your return is ready, or sit down with Quinnie in person.

1 Your contact information
Best way to reach you
Language for your appointment *
2 How you would like to file
Choose one *
Which tax years? *
Monday to Friday, 9 AM to 5:30 PM, on the hour or half hour. For drop-off, choose the day and time you plan to bring your documents. We confirm your time by phone or text before it is booked.
3 Your household
Always included: your federal return (Form 1040) and California return (Form 540), $85. Add what applies below and watch your estimate update.
Filing status *
Dependents you will claim+$15 each, included with head of household
Did you move into or out of California during the year?
Does anyone on the return need an ITIN (no Social Security number)?
As an IRS Certifying Acceptance Agent, we prepare the ITIN application with your return and you save $50.
Does anyone on the return have an IRS Identity Protection PIN (IP PIN)? *
The IRS rejects an e-filed return without the correct IP PIN, and it changes every year. If you have one, please provide it below, or upload a photo of your IRS letter CP01A (or a screenshot from your IRS online account) in section 9.
Numbers only, exactly 6 digits.
Dependents with an IP PIN: list them in the notes or bring the letter.
4 Your income forms

Choose how many of each form you have. Leave it at 0 if it does not apply.

W-2 forms (wages)first W-2 included (two when married filing jointly), +$10 each after
1099-R retirement, pension or IRA+$10 each
SSA-1099 Social Security+$10 each
1099-G unemployment or state refund+$10 each
1099-INT interest+$10 each
1099-DIV dividends+$10 each
1099-MISC prizes, rents, royalties+$20 each
W-2G gambling winnings+$10 each
K-1 received (partnership, S-Corp, trust)+$25 each
Cryptocurrency, per exchange or wallet+$25 each
Rental properties (Schedule E)+$75 per property
Other state returnsincome from or a move involving another state, +$50 each
Stock or fund sales (1099-B)
5 Self-employment and property sales
Self-employed, 1099-NEC or gig businesses (Schedule C)+$175 for the first, includes self-employment tax and home office; +$75 each additional
Did you sell your home?
Rental or investment property sold (Form 4797)+$350 per property
6 Deductions and credits
1098 mortgage interest statements+$25 each
1098-T college tuition statements+$25 each
1098-E student loan interest statements+$25 each
Check anything that applies
The Child Tax Credit, Earned Income Credit, CalEITC and California renter’s credit are always included at no extra charge.
7 Your business return (if you own a partnership or corporation)
Do you also need a business return?
Business returns are starting prices. Your personal return gets $25 off when we prepare both.
Gross business income for the year
How do you keep your books?
Did you pay any contractor $2,000 or more?
8 Anything else
Who prepared last year’s return?
Did you receive a letter from the IRS or FTB?
9 Upload your documents (optional)

Send your W-2s, 1099s, 1098s, 1095-A, last year’s return, your IP PIN letter (CP01A) or any IRS letter ahead of time. Up to 5 files, 5 MB each. PDF, JPG, PNG, HEIC or Word. On a phone, you can take a clear photo of each page.

More than 5 files? Combine pages into one PDF, or bring the rest when you drop off. Your files go only to our office and are stored privately, not on any public page.
Form 1040 + Form 540$85
Your filing status, forms and credits
Owner discount with business return−$25
Estimated total, per tax year

Over 100 stock transactions: we add that quote after review.

Estimate based on your answers. We confirm your final price before any work begins.

We will contact you to confirm your price and your drop-off or appointment time.

Your answers go only to our office and are never shared or sold.

Prefer to talk it through?

Call us Monday to Friday, 9 AM to 6 PM. Tiếng Việt và Español con intérprete.

(408) 766-3528See Tax Prices
Fingerscan Digital Inc. · 434 Blossom Hill Rd, San Jose, CA 95123 · Quinnie Do, CTEC ID A260452