Tax Preparation Services

Simple Tax Return

For clients with simple personal tax situations who are W2 employed, have no other sources of income, and do not itemize. This service includes Federal 1040, corresponding personal forms/schedules, and state forms.

Examples of who would choose this service:

  • Someone who is filing single and has a W2 job with no other income.

  • Someone who is filing as Head of household with a W2 job, dependents, and no other income.

  • A married couple with W2 jobs, dependents, and no other income.

Personal Tax Return

For clients with more complex personal tax situations, who are not self-employed but may have additional sources of income like stocks, dividends, or crypto. This service includes Federal 1040, corresponding personal forms and schedules, state forms, and Itemizing (Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule D Capital Gains and Losses, Schedule K-1, etc.

Examples of who would choose this service:

  • Someone who is filing head of household with a W2 job, dependents, and sold stocks or cryptocurrencies.

  • A married couple with W2 jobs and dependents, who also sold stocks or cryptocurrencies

  • Any filing status that needs to be itemized or has dependent care expenses.

Sole Proprietor Tax Return

For clients who are self-employed (Sole Proprietors). This service includes Federal 1040, corresponding personal forms and schedules, state forms, and Itemizing(Schedule A) if needed. Either schedule listed or a combination of the following schedules listed; Schedule B Interest and Ordinary Dividends, Schedule C- Profit or Loss from Business, Schedule E-Income or loss from Rental Real Estate, Schedule F-profit or Loss from Farming, Schedule D Capital Gains and Losses, Schedule K-1, etc.

Examples of who would need this service:

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor).

  • Any filing status where the taxpayer or/and the spouse own real estate rentals and is not a partnership, scorp, or corp.

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor), and also sold stocks or cryptocurrencies.

  • Any filing status where the taxpayer or/and the spouse is self-employed (sole proprietor), has a W2 job, has dependents, and sold stocks or cryptocurrencies.

  • Anyone filing status where the taxpayer or/and spouse is self-employed (sole proprietor or/and owns real estate, and needs to Itemize or has dependent care expenses.