
Individual Taxation
Standard
For individuals filing 1040EZ or basic 1040 with standard deduction, with social security, 401K distributions or W2 income only
$150 - $225 / filing
What's Included:
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Federal, State, and Local returns
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Confidence that a CPA looked over your return
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E-filing capabilities for faster refund
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Secure portal access for document sharing
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Quick tax analysis for the following tax year
Medium
For individuals with a bit more complex situations than the simple package, such as capital gain income, crypto trading, and itemized deductions.
$225 - $350 / filing
What's Included:
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Federal, State, and Local returns
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Confidence that a CPA looked over your return
-
E-filing capabilities for faster refund
-
Secure portal access for document sharing
-
Detailed analysis for the following tax year
Enhanced
For individuals with schedule C, E or F income. Fees vary based on complexity.
$350 - $500 / filing
What's Included:
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Federal, State, and Local returns
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Confidence that a CPA looked over your return
-
E-filing capabilities for faster refund
-
Secure portal access for document sharing
-
Detailed analysis for the following tax year