Homeowner
Benefits
All Plans
$FREE
- 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)
Bronze Home
No Dependent
$375 to $425
- Benefits
- 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)
- Home mortgage deduction
- Property tax deduction
- Medical expenses deduction
- Charity deduction
Silver Home
With Dependent
$425 to $525
- Benefits
- 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)
- Home mortgage deduction
- Property tax deduction
- Medical expenses deduction
- Charity deduction
- Adult dependent ($40 +$15 each additional)
- Child tax credit and dependent care deduction
Gold Home
Add-on
$75 to $250
- Benefits
- Bronze or Silver + additional cost below
- 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)