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