Whats It Cost

Individual Tax Return Packages

	Standard	Advanced
W2, retirement or unemployment income only Minimal credits Standard deduction Minimal stock and dividend transactions Schedule C with < $5K income or expenses Schedule E with single property Significant credits (excluding EIC) Itemized deduction
Substantial stock, option and dividend transactions Schedule C with > $5K income or expenses OR multiple Schedule C activities Schedule E with multiple properties Significant credits (including EIC) Itemized deduction
Amenities Client newsletter Unlimited tax questions via email/phone throughout the year Consultation and response to one IRS or state notice per year Quarterly client webinar Annual client tax update webinar
Price	$375	$600