Tax preparation. Thoughtfully done.
Personal Service. From the Comfort of Home. Every return handled by a licensed Enrolled Agent who treats your taxes like they matter. Because they do.
Get started now and we’ll remind you near the end of January to upload your tax form documents. Once we’ve reviewed your information, we’ll invite you to schedule your New Client Interview.
Simple from start to filed.
A clear, transparent process for getting your return prepared and filed.
Get Started
Register and complete our online intake at your own pace. Your progress is saved, so you can come back any time.
Upload & Review
Start uploading your tax documents as they arrive. Most forms are mailed by the end of January. Once everything is in, we review it.
Verify & Prepare
You'll receive your preparation quote before proceeding. Once accepted, we'll invite you to schedule your 30-minute New Client Interview, where we verify your identity and ask a few more questions, and we'll prepare your return.
Sign & File
Review your completed return, electronically sign the required documents, and The Square Penny will electronically file your return.
We Serve Clients
in 20 States.
IRS Enrolled Agents are federally licensed and not limited by state borders. We work with taxpayers across the country, remotely and efficiently.
States we serve
- Alaska
- Arizona
- Colorado
- Florida
- Georgia
- Idaho
- Illinois
- Iowa
- Louisiana
- Mississippi
- Nevada
- New Hampshire
- North Carolina
- North Dakota
- South Dakota
- Tennessee
- Texas
- Utah
- Washington
- Wyoming
Currently serving Not currently available
The return you need,
handled accurately.
Individual Tax Return (1040)
Complete federal return preparation and e-filing, from straightforward W-2 filers to complex investment and life-event situations.
Learn more →Self-Employed / Schedule C
For freelancers, contractors, and small business owners, with careful attention to eligible deductions and tax obligations.
Learn more →Prior-Year & Amended Returns
Behind on taxes or need to correct an error? We prepare prior-year returns and file Form 1040-X amendments without the stress.
Learn more →From self-employment and investments to cryptocurrency and retirement income, The Square Penny provides careful, human-prepared individual tax returns. Tax preparation for different circumstances →
Knowledgeable, personal, and federally licensed.
The Square Penny is a professional tax preparation practice built on one principle: every client deserves an expert who takes the time to get it right.
As an IRS Enrolled Agent, we hold the highest credential awarded by the federal government to tax professionals: authorization to represent taxpayers before the IRS in all 50 states.
Let's get your return done right.
Create your account, complete the intake form, and we'll take it from there.
Get StartedYour tax information is sensitive. We treat it that way. Security & Privacy