855-477-3482
Simple Return Package | $77
Best for: Single/Married filers, W-2 income only, students, and standard deductions.
Ideal for high school and college students, recent grads, and simple single filers. We claim maximum education credits like the American Opportunity Tax Credit (AOTC) (worth up to $2,500) and maximize your student loan interest deductions to get you the highest refund possible.
Family & Dependent Credit Package | $97
Best for: Households claiming the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), or Child & Dependent Care credits.
Designed for single parents, legal guardians, and supporting caregivers. We help you take full advantage of the Head of Household filing status—offering a higher standard deduction ($23,625+), wider tax brackets, and maximum payouts for the Child Tax Credit and Earned Income Tax Credit (EITC).
Self-Employed / Small Business Package | $117
Best for: Independent contractors, 1099 workers, rideshare drivers (Uber, Lyft), and delivery couriers (DoorDash, Instacart, Amazon Flex) filing Schedule C
Gig economy workers looking to maximize tax write-offs, track every business mile, and reduce self-employment tax liabilities. We ensure platform fees, vehicle expenses, and phone usage are properly reconciled on Schedule C.
If you have defaulted student loans, unpaid child support, or back taxes, the IRS may hold or intercept your refund through the Treasury Offset Program.
Call the Treasury Offset Program automated line at
If you have an active offset, let us know!
We can discuss alternative payment options or
explore Injured Spouse options if you are filing jointly.
If you haven't received your form by mid-February, you can typically find a digital copy in your Marketplace account under the "Messages" or "Tax Forms" section.
Photo ID:
Valid driver’s license or state ID for all taxpayers.
A copy of your most recent tax filing.
Verification:
Social Security cards or ITIN letters for yourself, spouse, and all dependents.
Birth Dates:
Required for all household members listed on the return.
Employment:
All W-2, W-2G, and 1099-MISC forms.
-Investment
-Retirement:
1099 forms for interest, dividends, stock sales, or retirement (1099-R).
Social Security:
Form 1099-SSA.
Other:
Documentation for prizes, scholarships, or gambling winnings.
Family Expenses:
Child care (with provider ID), adoption, and alimony records.
-Home
-Education:
Mortgage interest statements, property tax bills, and student loan or tuition statements.
Notices from the IRS or state tax offices.
Earned Income Tax Credit
Investing in education is one of the most significant financial commitments you will make.
Q Simpson-Snyder & Associates specializes in helping families and students navigate the complexities of higher education tax benefits to ensure you get every dollar you deserve.
About the Founder
A local, accredited tax professional dedicated to making your filing seamless and stress-free.
After dealing with tax mistakes made by others on my own returns years ago, I decided to learn the tax code inside and out so I could make sure it never happened again. That passion led me to assist local families through the Volunteer Income Tax Assistance (VITA) program at College Park Elementary, gain hands-on experience across retail and software platforms like H&R Block and TurboTax, and build a BBB-accredited virtual firm tailored for everyday people.
Today, my goal for Q Simpson-Snyder & Associates is simple:
Give you a high-touch, worry-free tax experience. No guesswork, no hidden fees—just expert service and complete protection on every return!
If you receive a 1099-K for personal payments or the amount is wrong, the IRS recommends these steps:
Contact the Filer: Reach out to the payment app or bank listed on the form to request a corrected version showing $0.
Report the Error: If you cannot get a correction, report the full gross amount on Schedule 1 (Line 8z) as "Other Income" and then create a matching negative entry on Line 24z as "Other Adjustments" to zero out the tax effect.
Keep Records: Save your correspondence with the payment app and any documentation (like text messages or receipts) that proves the payment was personal.
