Services & pricing

Straightforward help. Straightforward prices.

Whether you’re filing a W-2 return for the first time or running a small business with 1099 income, we’ve got a plan that fits — and you’ll always know the starting price before we begin.

Starting at

$99

Individual Tax Return Preparation

Form 1040 done right.

Filed with W-2s, credits, and standard deductions — handled clearly so you keep more of what you earned.

Best for

W-2 earners, first-time filers, parents, students, retirees.

  • Federal & California state return (Form 1040 + CA 540)
  • W-2, 1099-INT/DIV, retirement & unemployment income
  • Credits review (EITC, CTC, education, dependent care)
  • Standard deductions optimized for your situation
  • Year-round IRS letter answer line included
Book Individual Consult
Most booked

Starting at

$350

Small Business & Self-Employed Tax Prep

Schedule C · single-member LLC · 1099.

For founders, freelancers, landlords, drivers, and creators — every legitimate deduction, captured.

Best for

Entrepreneurs, real estate investors, rideshare, creators, consultants.

  • Schedule C / single-member LLC return
  • 1099-NEC, 1099-K, and side-hustle income
  • Home office, mileage, equipment & software deductions
  • Quarterly estimated tax planning
  • Bookkeeping clean-up guidance if needed
Book Business Consult

Also offered

Bonded California notary — available on request.

Loan documents, acknowledgments, jurats, and general signings. Pricing depends on travel and document count — mention it when you book and we’ll quote you fairly before the appointment.

Request notary
IRS authorized e-file provider
Bonded California notary
Year-round IRS letter answers
Flat-rate starts, no surprise fees

Meet your tax pro

Hi, I’m Stephanie.

I started Forward Self Help to give California families the same patient, clear-eyed tax help I’d want for my own. Whether it’s your first 1040 or your third LLC, you’ll get a person who actually picks up the phone and explains the why behind every number.

  • 13+ years preparing California returns
  • Bonded California notary on staff
  • IRS authorized e-file provider
  • Year-round support — not just tax season
Book with Stephanie
Stephanie, founder of Forward Self HelpFounder · CEO · CA Notary

Good questions

Real answers, before you commit.

Do I need to come into an office?

Not at all. Most clients work with us 100% virtually — secure document upload, a quick video call, and signatures online. In-person appointments are available across the Bay Area on request.

I got an IRS notice. Can you help even if you didn’t file my return?

Yes. Bring whatever you have — we’ll read the letter, explain what it actually says in plain English, and walk you through the response options before you owe anything.

What do I need to bring or upload?

A photo ID, last year’s return if you have it, and any tax forms you’ve received (W-2, 1099, 1098, K-1, etc.). For business owners, a simple income/expense summary is enough to start.

How long does it take?

Most individual returns are completed within 3–5 business days of receiving your documents. Business returns typically take 5–10 business days depending on complexity.

Take the next step

Pick your plan. We’ll handle the rest.

Book a free consult and we’ll confirm your exact starting price before any work begins.

T
Taxes Done Easy
by Forward Self Help

Caring, accurate tax preparation, IRS notice support, and notary services for individuals, families, and small business owners across California.

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Bonded California Notary · IRS authorized e-file provider

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