Our Basic Individual Tax Return service is designed for clients with straightforward tax situations. This service includes preparation and e-filing of Form 1040, one state tax return, standard credits and direct deposit setup for refunds. This service does not include preparation of additional forms or schedules beyond the basic 1040 filing. Any required additional forms will be billed separately according to our published pricing schedule.
U.S. individual non-resident tax return without any schedules.
Itemized deductions including mortgage interest, medical expenses, charitable donations, etc.
Interest and/or dividend income total of either one is more that $1500 in a tax year.
Business income & expenses for sole proprietors and gig workers. Includes mileage logs, 1099-NEC income and expense categories.
Capital gains and losses from the sale of investments . (Includes stocks, real estate, etc.)
Reports income and expenses from rental real estate.
Income and expenses from farming activities.
Unreimbursed job-related expenses. (Limited to a few categories of workers)
Distributions from pensions, annuities, retirement, IRA's, Insurance Contracts, etc.
Used by small businesses and tax-exempt organizations to calculate the Small Business Health Care Tax Credit.
Used to correct errors or make changes on previously filed return. ( If original tax return was prepared by another party fee will be an additional 250.00)
Used by partnerships and S corporations to report income and deductible expenses from rental real estate activities.
Simple returns filed for dependents (e.g., students, minors) with W-2 income or scholarships.
To claim general business credits.
Used when a taxpayer has not received a W-2 or 1099-R, or if the form received is incorrect.
Used for U.S. citizens and resident aliens living and working abroad to exclude a portion of their foreign earned income from U.S. taxation and/or to claim a housing exclusion or deduction. .
Used when filing a LLC with more than 1 partner.
Used by C corporations to report their income, gains, losses, deductions, and credits, and to calculate their tax liability.
Used by S corporations which are generally pass-through entities. (Shareholders will report them on their personal tax returns.)
Used by corporations to report each shareholder’s share of the company’s income, deductions, and other tax items.
Used to calculate and claim various business tax credits and apply them against a business's tax liability.
Used to report the details of capital asset sales or exchanges.
Used by a business to choose or change its tax classification for federal tax purposes.
Used by a corporation or LLC to elect S-corporation tax status with the IRS.
Used to report a 1031 exchange, where a taxpayer exchanges real property used for business or investment purposes for another similar (like-kind) property, deferring capital gains taxes.
Used to report the sale, exchange, or disposal of business property.
Used by corporations to notify the IRS that they are planning to dissolve or liquidate their business.
*Please note that all prices listed are base estimates. Final pricing may vary depending on the complexity of your individual tax situation, the number of forms required, and the level of documentation involved. We will provide a clear quote before proceeding with your filing. We are committed to transparency and will always discuss pricing with you before work begins.
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