Individual Tax
Personal - Simple Tax Return
Personal – Simple Tax Return
Ideal for: Employees, singles, or couples with only basic W-2 income and no itemizing.
Features Include:
W-2 income, basic interest, or unemployment compensation
Standard deduction (no itemizing)
Credits such as Earned Income Tax Credit (EITC)
IRS Form 1040, Schedule 1 (if needed)
Personal - Complex Tax Return
Personal – Complex Tax Return
Ideal for: Freelancers, families with multiple deductions, landlords, and investors.
Features Include:
Self-employment, rental, and/or investment income
Itemized deductions (mortgage interest, charity, etc.)
Business expenses, capital gains/losses, home office deduction
IRS Forms: Schedule C (self-employed), E (rental), D (investments), and more
In-depth review and tax-saving strategies
High Net Worth / Advanced Returns
High Net Worth/Advanced Returns
Trusts, multi-state returns, estate/gift filings, or complex investments
Custom guidance, audit support, coordination with financial advisors
Tax Preparation Services
Business - Complex Tax Return
Price: Starting at $1,200
Includes:
Multi-member LLCs, corporations, large partnerships, or businesses with multiple entities
Extensive income sources, deductions, and employees
Complex forms (e.g., depreciation, inventory, multi-state filings)
Ideal For: Businesses with multiple income streams, employees, or complex deductions
Business - Simple Tax Return
Price: Starting at $500
Includes:
Sole proprietorship, single-member LLC, or small partnerships
W-2 and basic income streams
Simple deductions (office supplies, travel, etc.)
Ideal For: Small businesses and sole proprietors with straightforward finances
Personal - Simple Tax Return
Price: Starting at $250
Includes:
W-2 Income, basic interest, or unemployment income
Standard deduction (no itemizing)
Basic credits like the Earned Income Tax Credit (EITC)
Form 1040, Schedule 1 (if necessary)
Ideal For:
Employees with no additional income sources
Married couples filing jointly with no itemized deductions
Personal - Complex Tax Return
Price: Starting at $400
Includes:
Self-employment income, rental income, investment income
Itemized deductions (Schedule A), including mortgage interest and charitable donations
Business expenses, capital gains/losses, home office deductions
Forms such as Schedule C (self-employment), Schedule E (rental income), and Schedule D (capital gains)
Ideal For:
Freelancers, landlords, investors
Families with significant deductions or multiple income sources
