(424) 999-8829

Non-Homeowner Individual Tax Preparation

Bronze Tax

No Dependent
$275
  • Any 2 of W2, 1099-R or 1 SSA-1099, (each additional =$5)
  • Any 2 of 1099-Int., 1099-G, or W-2 G (each additional =$2)
  • Price may vary by $50
  • + Benefits include:
  • Electronic submission of Form 1040 and CA 540
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  • Free basic financial guidance (incidental ONLY, does not involve planning)
  • Home mortgage deduction
  • Property tax deduction
  • Medical expenses deduction
  • Charity deduction
  • Sole proprietor (Sch. C) Starting at $150/business
  • Investment Sales (Sch D) Starting at $75/account
  • Rental real estate (Sch. E)  Starting at $185/rental
  • Other issues not listed (TBD)  (additional charge)
  • Other issues not listed (TBD)  (additional-
  • Other issues not listed (TBD)  (additional charge)
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Silver Tax

With Dependent
$355
  • Any 2 of W2, 1099-R or 1 SSA-1099, (each additional =$5)
  • Any 2 of 1099-Int., 1099-G, or W-2 G (each additional =$2)
  • Any 2 of 1099-Int. , 1099-G, or W-2G (each additional is $2)
  • 1099-Div. (each additional is $15)
  • Dependent ($15 each additional)
  • Child tax credit & dependent care
  • Price may vary by $100
  • + Benefits include:
  • Electronic submission of Form 1040 and CA 540
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  • Free basic financial guidance (incidental ONLY, does not involve planning)
  • Medical expenses deduction
  • Charity deduction
  • Sole proprietor (Sch. C) Starting at $150/business
  • Investment Sales (Sch D) Starting at $75/account
  • Rental real estate (Sch. E)  Starting at $185/rental
  • Other issues not listed (TBD)  (additional charge)
Buy Now