- W2, retirement or unemployment income only
- Minimal credits
- Standard deduction
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- Minimal stock and dividend transactions
- Schedule C with < $5K income or expenses
- Schedule E with single property
- Significant credits (excluding EIC)
- Itemized deduction
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- 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
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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
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| Price |
$190 |
$355 |
$540+ |
