Tax Preparation Services for Individuals

$250

Best for simple tax situations...

• Single or Married with no children or dependents 

• Students

  • Deduct tuition, education expenses, & report loan interest

• Unemployment Income

• Taxable interest under $1500 (1099-INT) 

• Retirement Income

• Standard Deduction

  • No credits or other deductions to claim

$400

Best for families and married couples with Common Credits & Deductions...

• Single, Head of Household or Married

• Children and/or other dependents 

• Standard Deduction plus Common Credits & Deductions:

  • Tax Credits for dependents:

    • Child and/or Other Dependent Tax Credits: 

    • Child & Dependent Care Credit

    • Qualified Adoption Expenses

    • Earned Income Tax Credit

  • Deductions for educator expenses

  • Premium Tax Credit

  • Education Tax Credits & Deductions

$450

Best for more complex tax situations that require common Itemized Deductions...

• Single, Head of Household or Married

• Children and/or other dependents 

• Standard or Common Itemized Deductions

  • Home Mortgage Interest & Property Taxes

  • Charitable Donations

  • Health Savings Accounts and Medicare Savings Accounts

  • Retirement Savings and IRAs

$550

Best for tax situations with less common forms of income and/or Self-Employed with income only to report and no deductions...

• Single, Head of Household or Married

• Children and/or other dependents 

• 1040 + Schedule C (income only - no deductions or expenses)

  • Self-Employment Tax

• Less Common Income sources

  • Investments such as stocks, bonds and cryptocurrency (Schedule D)

  • Rental income and deductions (Schedule E)

• All other less common income sources, credits and deductions