Basic Package ($250.00)
- Form 1040 (Schedules 1-3) and state return
- Schedule B (Interest and Ordinary Dividends)
- Schedule D/Form 8949 (Capital gains and losses)
- Form 2555 (Foreign Earned Income)
- Tax review and plan
Complex Package ($500.00)
- Form 1040 (Schedules 1-3) and state return
- Schedule A (Itemized Deductions)
- Schedule B (Interest and Ordinary Dividends)
- Schedule D/Form 8949 (Capital Gains and Losses)
- Form 2555 (Foreign Earned Income)
- Tax review and plan
Small Business Package ($750.00)
- Form 1040 (Schedules 1-3) and state return
- Schedule B (Interest and Ordinary Dividends)
- Schedule C (Profit/Loss from Business)
- Schedule D/Form 8949 (Capital Gains and Losses)
- Form 2555 (Foreign Earned Income)
- Qualified Business Income Deduction analysis
- Form 8995 or 8995-A (Qualified Business Income Deduction)
- Form 8829 (Expenses for business use of your home)
- Tax review and plan
Additional Forms/Schedules ($25.00 - $50.00 Each)
No unpleasant surprises. Final price quoted up front and agreed to in writing.
Payment can be made by US check or bank transfer through PayPal or Venmo.