• Tax Service Level 1

    75$
    You have at least one of these and none of the higher level.
     
    • W-2's
    • Interest
    • Unemployment
    • Tips
    • Student Loan Interest
  • Tax Service Level 2

    125$
    You have at least one of these and none of the higher level.
     
    • Pension
    • Retirement Income
    • Social Security
    • Dividends
    • Marketplace Insurance
    • Other Income *
  • Tax Service Level 3

    175$
    You have at least one of these and none of the higher level.
     
    • Education expenses
    • Alimony
    • Mortgage interest
    • Itemized Deductions
    • Retirement distributions before age 59.5
    • Health savings account
  • Tax Service Level 4

    225$
    You have at least one of these and none of the higher level.
     
    • Dependents
    • Moving expenses
    • Mortgage interest credit
    • A natural disaster loss
    • Tax-exempt income
    • Forgiven debt
    • LTC contracts
    • Energy credits
  • Tax Service Level 5

    275$
    You have at least one of these and none of the higher level.
     
    • Investment sales**
    • Non-cash charitable contributions >$500
    • Injured or innocent spouse
    • Income from employer stock
    • Dependent exemption release
  • Tax Service Level 6

    300$
    You have at least one of these and none of the higher level.
     
    • Foreign income
    • Paid foreign tax
    • Investment accounts outside the US
    • Expatriate or US non-resident
    • K-1s from partnership, S-corp or trust
    • Adoption credits
  • Tax Service Level 7

    350$
    You have at least one of these and none of the higher level.
     
    • Sole proprietor business owner***
    • Independent contractor income Rental Property***
    • Receive royalties
    • Farm Income
    • Installment sale
    • A Household employee
    • Statutory employee with expenses
  • Tax Service Level 8

    400$
    You have at least one of these.
     
    • Business home office
    • Business mileage
    • Like-kind exchange****
    • Alternative Minimum Tax
    • Depreciation corrections
  • State tax

    75$
     
    • State Tax Return. Price for California and Ohio is $125
  • Amended Return

    125$
     
    • Complementary prior year return review

* 1099-MISC – where taxpayer received this document as an employee, or does not have any expenses for this income.

** Crypto currency transactions or investment proceeds > 15 sales, please contact us for a price.

*** Includes one business or rental property. Add $100 for each additional business or rental.

**** Single family property exchange starting point, please contact us for a price.