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PERSONAL RETURNS

Business Meeting

SIMPLE RETURN

$250/return

This would be considered a return that have typical tax filing requirements: 

  • W-2 employee

  • Schedule C

  • Various 1099 income sources

Brainstorming

INTERMEDIATE RETURN

$350/return

This would encompass everything within the simple filing offering and include at least one of the following:

  • K-1 passthrough income

  • Rental Property Passthrough

  • Prior Net Operating Carryback/Carryforward Loss

Business Meeting

COMPLEX RETURN

$450/return

This would encompass everything within the Intermediate filing offering and include at least one of the following:

  • Foreign Income Exclusion Credit

  • Capital Gains/Loss Carryforward

  • Personal valuations in Virtual/Cryptocurrency