Premium 1040 Package

  • W-2 Wages
  • Retirement income
  • Dependents
  • Home mortgage
  • Medical expenses
  • Education credit
  • Charitable Contributions
  • Retirement contributions
  • Earned income tax credit
  • Educator expenses and other adjustment deductions

$160

Additions to Premium Package

Schedule C – Business income and expenses for sole proprietor, self-employed, contract work, side hustle, SMLLC disregarded entity

$100 per business

Form 8949/Schedule D – Sale of investments/stock trades, crypto trades (Download spreadsheet or .csv file from investment account for more than 10 trades, otherwise there will be an additional 25 cent charge per trade)

$60

Form 8949/Form 4797 – Sale of personal or business property like equipment, vehicle, second home or primary home if gain not excluded or received Form 1099-S

$60

Schedule E – K-1

$60 per K-1

Schedule E – rental/royalty income

$80 per property

Qualified Business Income Deduction

$20

Alternative Minimum Tax calculation

$60

State Returns

North Carolina

Georgia

$40 per return

Consulting

  • CP2000 letter
  • Expert tax assistance for DIY return
  • Dependent conflict – tie-breaker assistance
  • Installment agreement setup

$60 per hour/minimum 1 hour

Basic 1040 Package

  • W-2 wages
  • With or without dependents
  • Standard deduction

$110