Individual Tax Prep and Planning (1040 Series)
Simplify your taxes. Maximize your refund. Minimize your stress.
Whether you’re a W-2 employee, retiree, or homeowner with complex deductions, Hiatt Accounting Group makes filing easy and accurate. Our focus is on clarity, communication, and confidence — no jargon, no hidden fees, just smart tax strategy that works for you.
Why clients choose Hiatt Accounting Group:
Experienced Professionals: With more than 50 years of combined experience, our team brings corporate-level precision to every return — from basic filings to complex multi-state returns.
Personalized Service: We don’t rush you through a 15-minute interview like the big-box preparers. Every return is reviewed by a qualified tax professional who understands your goals.
More Than Data Entry: We help you understand why your return looks the way it does — identifying opportunities for savings and future planning.
Local & Accessible: Based in Castle Rock, we serve individuals across the Colorado Front Range. You’ll always know who’s handling your return — and you can reach us year-round.
Technology You’ll Love: Secure, paperless document sharing and e-signatures make filing fast, safe, and simple.
Our Promise:
Accurate. Transparent. Reliable. You’ll never wonder where your return stands or what it costs. Every engagement includes upfront pricing, IRS-compliant e-filing, and year-round support should questions arise.
1040 Basic Return – $185–$325
Designed for W-2 employees and retirees with straightforward tax situations. Includes preparation and e-filing of one federal and one state return using the standard deduction. We ensure accuracy, verify available credits, and provide guidance to help maximize your refund.
1040 with Itemized Deductions – $450–$700
For individuals and families with deductible expenses such as mortgage interest, property taxes, charitable contributions, or medical costs. Includes preparation of Schedule A, optimization of deductions, and documentation review to reduce audit risk and improve overall tax efficiency.
1040 with Schedule E(Rental Property Owners) – $550–$850
Tailored for individuals with one or more rental properties or short-term rentals (Airbnb, VRBO, etc.). Includes Schedule E preparation for up to two properties, depreciation calculations, expense categorization, and reporting of passive income or losses.
Additional properties are billed at $100–$150 each, depending on complexity
1040 with Investment Income (Capital Gains/Losses) — $300–$500
For taxpayers with stock trades, mutual funds, or crypto transactions.
Includes Schedule D and Form 8949 preparation for reporting sales and cost basis reconciliation. Complex portfolios or high-volume trading may require additional time.
1040 with Education Credits — $200–$400
Ideal for students or parents claiming American Opportunity or Lifetime Learning Credits.
Includes Form 8863 preparation and coordination of tuition, scholarships, and 1098-T documentation to ensure maximum benefit.
1040 with Social Security & Retirement Income — $250–$400
Designed for retirees receiving Social Security, pensions, or IRA distributions.
Includes SSA-1099, 1099-R, and 1099-DIV/INT reporting, ensuring correct taxation of benefits and optimization of income streams across accounts.
Additional Schedules & Forms — starting at $25 each
Covers supplemental filings such as Health Coverage (Form 8962), Child Care (Form 2441), Casualty Losses (Form 4684), or Power of Attorney (Form 2848).
Pricing varies by form type and complexity.
*All prices displayed are estimates as each clients situation is unique and will be billed based on services provided.
