Tax Plan (annually)

$260.00

What’s Included?

  • Federal + one state return (Form 1040 + basic schedules)

  • E-file and secure document exchange

  • Basic audit support package

  • Year-end planning snapshot

Note: Additional fees may apply for complex returns (e.g., rental or multiple businesses).

Ideal for: W-2 earners, freelancers, sole proprietors, or families.

*Note: Additional tax preparation fees may apply based on complexity (e.g., multiple Schedule Cs or rental properties). We will agree on the scope, complexity, and price before proceeding.

What’s Included?

  • Federal + one state return (Form 1040 + basic schedules)

  • E-file and secure document exchange

  • Basic audit support package

  • Year-end planning snapshot

Note: Additional fees may apply for complex returns (e.g., rental or multiple businesses).

Ideal for: W-2 earners, freelancers, sole proprietors, or families.

*Note: Additional tax preparation fees may apply based on complexity (e.g., multiple Schedule Cs or rental properties). We will agree on the scope, complexity, and price before proceeding.