Services

Included with all service levels: Tax return review (if requested), One-hour consultation, Audit defense, Identity theft restoration

Essential Tax Prep

  • One state

  • W2 income

  • Retirement income

Complex Tax Prep — Everything in Standard plus the following:

  • Multi-state and/or part-year returns

  • Multiple rentals and/or multiple businesses

  • Asset sales (homes, business equipment)

  • Foreign income and/or FBAR

Standard Tax Prep — Everything in Essential plus the following:

  • Freelance or self-employment

  • One rental property OR one business

  • Investment income (stocks, crypto)

Additional services billed separately

  • Bookkeeping cleanup

  • Additional state returns

  • Amended returns

  • Estimated tax planning