How CirclesTax Pricing Works

CirclesTax keeps tax preparation free for Form 1040 workflows. The optional Records Vault ($29.99/year) is for customers who want us to host and manage long-term records for them.

What stays free

• Prepare your federal return
• See IRS citation support for calculations
• Generate and download your print-ready PDF
• Keep your own copy locally at no charge

What Records Vault adds

• Secure cloud retention for return records and supporting files
• Fast retrieval for prior-year returns
• Audit packet exports from one place
• Reduced risk of losing local files

This is best framed as a retention and retrieval service, not a filing fee. Customers can still file free and keep documents themselves.