Individual tax

• Save time  (IRS estimated nearly 20 hours)
• Don’t want to trigger an audit
• Know Enrolled Agent is a federally licensed tax advisor, empowered to represent you before the IRS and other tax agencies
• Want to benefit from money-saving tax planning engagement
• Want to address your tax issues with us
• Don’t want to waste time calling the IRS
• Don’t want to keep up with complicated tax code
• Want the peace of mind

Bronze Biz 

A sole proprietor 

• Electronic submission of Schedule C
• 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)
• Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

Silver Biz  

CA Single Member LLC (Form 568)

• Electronic submission of Form CA 568
• 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)
• Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

Gold 

Homeowner single or married couple with a w-2 job with kids

• 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)
• Child tax credit and dependent care deduction
• Rental owner, business owner, and other tax situation (see add-on feature bottom of page)

Platinum   

Add-on tax services

• Property rental owner (Sch. E)
• Investment Accounts (Sch. D)
• Small business, a sole proprietor (Sch. C)
• Sales of real estate
• Various tax credits
• Special tax situation
• Past tax problem
• Consulting