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)

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

• Trusts, multi-state returns, estate/gift filings, or complex investments

• Custom guidance, audit support, coordination with financial advisors