SERVICES LIST
Essential Filing
Federal & State return (two W-2 Incomes and standard deductions)
Advanced Filing
Essential filing features included and itemized deductions, investment incomes, multi-state returns. Optional: Single-member LLC (Schedule C), IRS correspondence handling
Strategic Wealth Planning
Year-round planning, tax projections, audit protection, and quarterly strategy calls.
Business Tax Return
1120S / 1065 including personal return for one owner
IRS Defense & Resolution
Audit correspondence handling & resolution, payment plan setup, liability reduction strategies
Trust & Estate Planning Coordination
Working with your attorney and other professionals for tax-efficient Trust & Estate creation and transfers
Additional W-2 Income
Add additional W-2 if more than two for Essential Filing
State Filing
For multi-state filing
Schedule A
Itemized deductions
Schedule B
Interest & Dividend Income (First Schedule)
Additional Schedule B
Schedule C
Profit & Loss (assuming complete & accurate record)
Schedule D
Capital Gains & Losses (For first Schedule)
Additional Schedule D
Scheduled E
Supplemental Income & Loss - Rental Real Estate per property (including depreciation & passive activity rule determination)
Form 1099s
NEC, MISC, SA, and others (First Form)
Additional 1099s
Form 1065
Multi-member LLC or Partnership
Form 1120-S
S-Corporation
Form 1120
C-Corporation
Form 990
Tax-exempt organization
Form 8829
Business-use of your home
Crypto currency reporting
Form 8594
New property acquisition for rental property / business
Form 4797
Sale of rental business property
Form 8824
Like-kind Exchange (1031 Exchange)
Form 8995-A
QBI Deductions