Annual filing for the individual form 1040.  Can be used for Tax Year 2025 (2026 Filing Season) or can be used for years 2022-2024.  (Please contact us if you need earlier years filed).
This package includes:
Federal Form 1040
One State Individual Return (additional state returns available for an additional fee)
Up to Three Individual Local Returns (additional local returns available for an additional fee)
Schedules 1 - 3
Schedule A Itemized Deductions when applicable
Up to 6 W2s
Up to 3 1099 INTs
Up to 3 1099 DIVs
Potential Tax Savings Report
Year Round Tax Monitoring
Estimated Tax Calculations
Annual Ask My Accountant Subscription
 
The following items can be added for an additional fee when purchasing online:
Schedule C - Sole Proprietorship
Schedule F - Farming Sole Proprietorship
Schedule E - Rentals and K-1s from 1065s and 1120S
Schedule D - Investment Activities
 
Additional schedules and items can be added with a custom quote.  Please reach out to us to add.
 
Bookkeeping must be complete for all business activities and the following forms must be provided for all Schedule Cs, Schedule Fs, and Schedule E Rentals:
Profit and Loss
Balance Sheet
List of Assets and Depreciation Schedules
 
For all K-1 activities from Partnerships and S-Corporations a completed K-1 must be provided and basis calculations from prior years.  
 
If you have additional forms, schedules, etc that need filed please reach out to us for a custom quote.