Individual Tax Services
Individual Income Taxes (1040)
Basic
$725 - $3,250
For individuals with no business, rental, or business investment activity
Services
1 State Tax Return Included
Up to 20 Common Complexities: W-2, Retirement Activity, Brokerage/Investment Accounts
Up to 10 Less Common Complexities: 1031 Exchange, RSU, ISO, ESPP, FBAR/FinCEN, W-7, etc.
Support
Accuracy Guarantee
IRS & Audit Support
Intermediate
$1,040 - $5,400
For individuals with businesses, rental, or business investment activities
Services
1 State Tax Return Included
Up to 20 Common Complexities: W-2, Retirement Activity, Brokerage/Investment Accounts
Up to 15 Less Common Complexities: 1031 Exchange, RSU, ISO, ESPP, FBAR/FinCEN, W-7, etc.
Up to 10: Trade or Business Activities: Self-Employment, Sole Proprietorship, Single Member LLC, Rental Income, Royalty Income, K-1 Investments
Support
Accuracy Guarantee
IRS & Audit Support
Advanced
$5,450 +
For individuals with a variety of diversified, complex investments
Services
Up to 20 Common Complexities: W-2, Retirement Activity, Brokerage/Investment Accounts
1 State Tax Return Included
Up to 20 Less Common Complexities: 1031 Exchange, RSU, ISO, ESPP, FBAR/FinCEN, W-7, etc.
Up to 40: Trade or Business Activities: Self-Employment, Sole Proprietorship, Single Member LLC, Rental Income, Royalty Income, K-1 Investments
Support
Accuracy Guarantee
IRS & Audit Support