Simple Return Express is designed for individuals with straightforward tax situations who want professional preparation, fast turnaround, and transparent pricing — without meetings or unnecessary back-and-forth.

✅ Who This Service Is For:

• This service is a good fit if you:

  • Have W-2 income

  • May have interest, dividends, or retirement income

  • Do not have significant investments, businesses, or complex transactions

  • Want a fast, affordable filing option

  If your return turns out to require additional work, we’ll let you know before moving forward.

✅ What's Included:

• Federal and one state individual tax return

• Professional tax preparation

• CPA-led review before filing

• Secure electronic filing (e-file)

• Built-in return protection and identity monitoring (included at no extra cost)

Flat fee: $150 No surprises. No upsells

✅ How it works:

Professional Preparation

Your return is prepared by a qualified tax professional and reviewed under CPA oversight.

This ensures accuracy, compliance, and peace of mind — even for a simple return.

About More Than Numbers

More Than Numbers is a CPA‑led firm providing tax, accounting, and advisory services nationwide. We believe taxes should be handled professionally, clearly, and without pressure.

Questions before getting started? You’re welcome to reach out.

👉 Ready to Get Started?

1. Confirm your return qualifies
   Review the service details and complete the short intake form.

2. Upload documents
   Once your intake is submitted, you’ll receive secure instructions to upload your tax documents.

3. Submit payment & preparation begins
   After documents and the flat $150 payment are received, we prepare your return.
   Your draft is typically ready within 72 hours.

4. Review & e-file
   Review your draft, approve, and we’ll electronically file your return.

Important Notes

• Preparation begins only after the intake form, documents, and payment are received

• This service is limited to straightforward individual returns

• Additional complexity identified later may require a different service or fee (we’ll always discuss this first)

Disclaimer

Simple Return Express is a limited-scope tax preparation service intended for qualifying individual returns only. This service does not include tax planning, consulting, or phone consultations.

Returns may be declined or referred to another service if additional complexity is identified. Submission of the intake form does not guarantee acceptance.

Privacy Policy

We respect your privacy. Information submitted through this site is used solely to provide tax preparation services and is handled securely in accordance with our Privacy Policy.

Privacy Policy

Terms

By submitting information through this site, you agree to the terms of service and acknowledge the limited scope of the Simple Return Express engagement.

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Visit our main website.