Personal Tax Return Packages

• Federal & home state returns (additional states may incur additional fees)
• Review of last year's returns & recommendations, if needed
• Extension calculation, if needed
• Estimated tax vouchers, if needed 
• W-2, interest, dividends, and stock/crypto capital gains reporting (excludes employee stock sales)
• Most common homeowner, family, and education credits
• Additional retirement contribution options
• Our Analysis Letter which includes information about your returns, carryforwards, and "mini tax planning" 

Best for: Small Business Owners (with multi-member LLC or Corporation), Passive Investors, and some Physicians who receive K-1s for their wages 

 In Addition to Basic Reporting Above, Includes: 

• K-1 reporting on Schedule E
• Basis calculations
• Passive activity loss calculations, if needed
• 20% Qualified Business Income Pass-through deduction calculation

Best for: Small Business Owners (without multi-member LLC or Corporation status) such as: Realtors, Fix & Flippers, and Independent Contractors

In Addition to Basic Reporting Above, Includes:

• Schedule C reporting and related forms
• Depreciation schedules, if needed
• 20% Qualified Business Income Pass-through deduction calculation
• Self-employed retirement options, if available

Let us know if you need help compiling receipts. We can add this service for an additional fee.

Best for: Rental Real Estate Investors, Short Term Rental Owners, House Hackers, and Commercial Investors

 In Addition to Basic Reporting, Includes: 

• Schedule E rental reporting
• Depreciation schedules
• Passive activity loss calculations
• Incorporation of property purchase, refinance, or sale
• 20% Qualified Business Income Pass-through deduction calculation 

If you have complex real estate transaction such as 1031 exchanges, cost segregation studies, or installment sales, please let us know.