SERVICES LIST
- 01.
Essential Filing
Federal & State return (two W-2 Incomes and standard deductions)
- 02.
Advanced Filing
Essential filing features included and itemized deductions, investment incomes, multi-state returns. Optional: Single-member LLC (Schedule C), IRS correspondence handling
- 03.
Strategic Wealth Planning
Year-round planning, tax projections, audit protection, and quarterly strategy calls.
- 04.
Business Tax Return
1120S / 1065 including personal return for one owner
- 05.
IRS Defense & Resolution
Audit correspondence handling & resolution, payment plan setup, liability reduction strategies
- 06.
Trust & Estate Planning Coordination
Working with your attorney and other professionals for tax-efficient Trust & Estate creation and transfers
- 07.
Additional W-2 Income
Add additional W-2 if more than two for Essential Filing
- 08.
State Filing
For multi-state filing
- 09.
Schedule A
Itemized deductions
- 10.
Schedule B
Interest & Dividend Income (First Schedule)
- 11.
Additional Schedule B
- 12.
Schedule C
Profit & Loss (assuming complete & accurate record)
- 13.
Schedule D
Capital Gains & Losses (For first Schedule)
- 14.
Additional Schedule D
- 15.
Scheduled E
Supplemental Income & Loss - Rental Real Estate per property (including depreciation & passive activity rule determination)
- 16.
Form 1099s
NEC, MISC, SA, and others (First Form)
- 17.
Additional 1099s
- 18.
Form 1065
Multi-member LLC or Partnership
- 19.
Form 1120-S
S-Corporation
- 20.
Form 1120
C-Corporation
- 21.
Form 990
Tax-exempt organization
- 22.
Form 8829
Business-use of your home
- 23.
Crypto currency reporting
- 24.
Form 8594
New property acquisition for rental property / business
- 25.
Form 4797
Sale of rental business property
- 26.
Form 8824
Like-kind Exchange (1031 Exchange)
- 27.
Form 8995-A
QBI Deductions