Full-service tax filing by a dedicated CPA or Enrolled Agent through Taxfyle*, including:

• Individual, joint, and business tax returns
• Federal returns: Forms 1040, 1120S, 1065, and 1120 (plus all standard IRS forms and schedules associated with these)
• State returns: All 50 states, including multi-state filings
• Foreign-related forms: FBAR/FinCEN 114, K-2/K-3, 1116, 2555, 3520, 5471/5472, 8865, 8938, and other similar IRS forms
• Support for complex tax situations:
  • Self-employed, freelancers, sole proprietors, LLC members
  • Owners of S-Corps, Partnerships, or C-Corps
  • Rental property owners
  • Individuals receiving K-1s
  • Complex investments (high-volume trading, crypto, capital gains, diversified portfolios)
  • Foreign income or foreign assets
  • Tax filing extensions

Cross-border or dual filings (e.g., US/Canada dual filing), filings for any US territories or possessions, international tax controversy or resolution, and representation before foreign tax authorities are not included.

Legacy services offered through Vanilla*, including:

• Core trust documents
  • Revocable Living Trust (Individual trust or Joint Trust)
  • Certification of Trust
  • Schedule of Assets
  • Tangible Personal Property Memorandum
  • Funding Letters
• Other estate planning documents
  • Last Will & Testament (including pour-over provisions directing remaining assets into the trust)
  • Durable Power of Attorney
  • Healthcare Power of Attorney or Advanced Healthcare Directive
  • HIPAA Authorization
• Additional supporting materials
  • Trust Restatements (to amend or update existing trust)
  • Guardian appointments for minor children
  • Burial Instructions
    • Execution Instructions

A dedicated Certified Financial Planner® to help coordinate your Tax Filing and Estate Planning services.

With Concierge status, you also get 24/7 priority support, a dedicated Support representative, and exclusive Concierge benefits (unlimited free wires, early feature access, and more).

*Disclosures

Robinhood Financial LLC (“Robinhood”) does not provide tax preparation, tax filing, or estate planning services, including will or trust preparation. Tax preparation and filing services are offered through Tickmark, Inc. d/b/a Taxfyle (“Taxfyle”), and estate planning services are offered through Vanilla Technologies Inc. (“Vanilla”).

Robinhood, Taxfyle, and Vanilla are separate and unrelated entities. Robinhood Financial is not responsible for, and does not guarantee, the content of these third-party services or the collection or use of information by the third-party services regarding its customers.

To qualify for Concierge Tax and Estate services, you must:

• Transfer or deposit at least $500,000 to Robinhood between receipt of the offer and March 15, and
• Maintain $1 million or more in assets on Robinhood

Existing Concierge customers can also qualify by referring a friend who completes the required transfer and meets all eligibility criteria. To receive credit, your referred friend must submit the intake form above and include your Robinhood user ID or email address in the referral field. Referral attribution is verified internally, and we may be unable to credit the referral if the required information is missing or cannot be confirmed.

Tax and estate services are offered without fees to customers who complete an eligible transfer or deposit of at least $500K by March 15, 2026 and maintain $1M or more in assets on Robinhood. Availability is limited.

Concierge tax and estate services are available January 2026 through April 2026, with limited availability. Customers will continue to have access to their tax and estate documents via our third-party partners after the program ends.

You’ll maintain your Robinhood Concierge status as long as you hold at least $1M in assets on Robinhood.

To qualify for the match, you must reach the eligibility requirements above (complete an eligible transfer or deposit of at least $500K by March 15, 2026 and maintain $1M or more in assets).

You can earn a 1% cash bonus on new transfers into your self-directed, taxable Robinhood individual or joint investing account through ACATS between January 28, 2026 and March 15, 2026. Cannot be combined with other offers on taxable ACATs transfers.

The funds that earned the match must be kept in the account for at least 5 years to avoid a potential clawback of the match. See terms