Homeowner Individual Tax Preparation
Bronze Home Tax
No Dependent
$385
- 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
- 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 determining 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)
- 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 charge)
- Other issues not listed (TBD) (additional
- Other issues not listed (TBD) (additional
- Other issues not listed (TBD) (additional charge)
Silver Home Tax
With Dependent
$475
- 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)
- Home mortgage deduction
- Property tax deduction
- Medical expenses deduction
- Charity deduction
- 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 determining 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)
- 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)