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Your personal taxes, free with your business plan.

When Taxmize prepares your business taxes, we prepare your personal Form 1040 at no extra cost. One team, both returns.

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Personal TaxesFreeWith the Business Tax plan
What's included

What's included

Your personal return, prepared by the same team that knows your business.

  • Form 1040Your federal personal return, prepared and e-filed.
  • State returnYour personal state return, including part-year and multi-state.
  • Business income flowing inK-1s and Schedule C handled together with your business return.
  • Credits & deductionsChild tax credit, education credits, mortgage interest and more.
  • Spouse includedMarried filing jointly? Your spouse's income is included.
  • Year-round helpQuestions about your personal taxes answered all year.
How it works

Simple from start to finish

1

Upload

Share your W-2s, 1099s and last year's return.

2

We prepare

Your tax pro prepares your federal and state returns.

3

Review & e-file

You approve and we e-file.

Who it's for

A good fit if…

  • You own a business and want one team for everything
  • You get a K-1 from your business
  • You are tired of filing two returns in two places

Personal Taxes: Free

With the Business Tax plan. Talk to a Taxmize pro in a free 20-minute consultation and get a clear price before you commit.

Taxmize bee thinkingFAQ

Personal Taxes questions

Do I have to be a business client?

The free personal return comes with the Business Tax plan. If you only need a personal return, contact us for a quote.

When is my personal return due?

Usually April 15. You can request an extension with Form 4868, which gives more time to file but not more time to pay.

How long do refunds take?

The IRS issues most refunds for e-filed returns within 21 days.

Can you include my spouse?

Yes. A joint return for you and your spouse is included.

Related services

Often paired with

Business Tax Preparation

Business returns for LLCs, S corps, partnerships and C corps.

Learn more →$149/month

Tax Planning & Advisory

Year-round advice to legally lower your tax bill.

IRS Notices & Audit Help

Got a letter from the IRS? We help you respond.

Taxmize bee relaxing in a beach chair with a Taxmize mug

Tax season? Relax.

Your Taxmize team handles the returns, the books and payroll. You get back to running your business.

Book a free consultation