Individual Tax
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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)
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Ideal for: Freelancers, families with multiple deductions, landlords, investors, and individuals with digital asset or crypto activity.
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
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Ideal for: Individuals with trusts, estates, multi-state filing requirements, or complex investment portfolios.
Features Include:
Trust and estate income tax returns (Form 1041)
Multi-state filing coordination
Estate and gift tax filings
Complex investment and capital gains reporting
Custom guidance on tax-efficient wealth strategies
Coordination with financial and legal advisors
Business Tax
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Ideal for: Single-member LLCs, small S-Corps, or partnerships with straightforward income and expenses.
Features Include:
Annual federal and state business returns (Form 1120S, 1065, or 1120)
Basic income, expense, and depreciation reporting
K-1 preparation for partners or shareholders
Sales tax and payroll tax compliance support
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Ideal for: Multi-entity structures, businesses with significant revenue, or companies requiring advanced tax strategy.
Features Include:
Multi-state or multi-entity filings
Complex depreciation, amortization, and asset management
Tax credit identification and optimization
Year-round tax planning and quarterly estimates
Coordination with legal and financial advisors