Basic 1040 Return

$300

Flat Fee. Federal + Indiana.


  Price locked for complete     documents received by   March 15, 2027.


Simple tax return? $300, prepared and reviewed by a CPA firm.


If you work a job and your income and deductions all come on tax forms, our Basic Return is a flat $300. Federal and Indiana included.

Is a Basic Return right for you?


it probably is if you work a job, maybe own a home, and everything you need for your taxes arrives in the mail or your inbox on a tax form. If you own a business or have self-employment income, you do not qualify, but we can still help.

Included at $300



  • W-2 Wages
  • Retirement income and Social Security (1099-R, 1099-SSA)
  • Unemployment income
  • Bank interest and simple dividends (1099-INT, 1099-DIV)
  • Mortgage interest and property taxes (Form 1098)
  • Claiming Dependents
  • Federal and Indiana Returns


Not a Basic Return


Returns that include any of the following are priced at our standard rates:


  • Self-Employment or side-business income, including 1099-NEC, 1099-K, and gig work
  • Rental property
  • Sales of stock or other investments requiring individual reporting (not covered)
  • Crypto activity of any kind
  • Marketplace health insurance (Form 1095-A)
  • Any other business activity (including Farming)


Lock in $300 by March 15


Basic Return pricing is guaranteed when we receive your complete documents by March 15, 2027. This pricing is offered while capacity allows and may close to new clients at any time during the season. We will inform you before we start any work.



1) Gather your Forms


W-2s, 1099s, Mortgage statement (and property tax bill if not paid with mortgage), Renters statement if renting, and anything else that came on a tax form.



2) Send them to us


Upload through our secure Client Portal or drop them off at 220 Insurance Ave, Suite A.




3) We prepare and review


Our team prepares your return, reviews it, and walks you through signing and filing.


Need more than a basic return?


A tax return records what already happened. if you own a business, have a rental property, are planning for retirement, or face any decision where planning ahead could save you money, our advisory clients get year-round guidance, not just a filing.

Common Questions

  • What if I'm not sure if I qualify?

    Check the list above first. If anything falls under "not a Basic Return", it is priced at our standard rates. Questions before you send anything? Call us at 260.484.7836

  • Is my State tax return included?

    We include Indiana Income tax returns in this fee, but not additional or other states due to our pricing. 

  • Who actually prepares my return?

    We use secure AI-assisted software to scan your documents and handle data entry. That's how we keep the price at $300. Every return is then reviewed by our team of actual humans at HCG CPA + Advisory before anything is filed, and you'll sign a consent form before we use those tools on your information. 

  • What does "complete documents" mean?

    This means we receive every firm we need to finish your return with your initial documents. If part of your information arrives after March 15, the $300 price is not guaranteed. 


    If you give us more documents later, or get amended forms, there may be additional fees as well. 

  • I was a client last year. Does this apply to me?

    YES, if you return fits our Basic Return. If it includes business, rental, investment or any other excluded activity, your pricing stays at our standard rates.