Tailored Services for Every Tax Situation
Base prices are for Federal Tax returns. State taxes can be added as an option.
Basic Tax Filing
A fundamental filing service for employees primarily with W-2 income and no complex deduction documentation (Up to 2 W-2s included).
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Standard Deduction
We apply the IRS standard deduction for a fast and accurate return. -
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Form 1040 Preparation & E-file
We prepare your basic federal income tax form and securely e-file it with the IRS. -
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Basic Tax Credit Check
We review your eligibility for easily missed basic credits, such as dependent deductions.
Advanced Tax Filing
For clients aiming to maximize tax savings by providing actual expense documentation like mortgage interest, high medical bills, and charitable contributions.
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Schedule A (Itemized Deductions)
We meticulously apply detailed items such as medical expenses, SALT, mortgage interest, and donations. -
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Tax Optimization Simulation
We compare standard and itemized deductions to recommend the best method to minimize your tax burden. -
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Complex Form Aggregation
We compile various 1098 forms and donation receipts to design a tax-saving strategy without omissions.
Professional Add-on Options
For business owners, investors, and rental property owners requiring additional income documentation,
you can add the following schedules to your base service.
Interest & Dividend Reporting
Accurate reporting of dividends and interest (1099-INT/DIV) for high-net-worth individuals.
Self-Employed & Freelancers
Maximum tax-saving strategies through business expense deductions and SE tax calculation.
Stock & Crypto Capital Gains
Organization of complex trading histories and minimization of Capital Gains tax.
Rental Property & Partnerships
Professional reporting of rental property depreciation and K-1 corporate share income.
Foreign Financial Asset Reporting
Accurate reporting of foreign accounts to prevent massive penalties and fines.
Customized Add-on Services
We provide flexible add-on options tailored to your personal tax situation.
Individual Tax Filing Special Promotion
For all first-time clients, we instantly issue a $30 discount voucher (credit) valid for your next year's tax filing.
Referred new clients receive an instant 10% discount on federal fees, while the referrer gets a 10% credit for next year's filing. (Based on federal tax filing fees, stackable discounts allowed)
Enjoy a 10% discount when you submit all required documents by Feb 15th. (Based on federal tax filing fees)
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Additional Filing Forms
(Additional Forms)
Applies when there is additional income or specific tax credits beyond the standard deduction.
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Catch-up & Amendment
(Catch-up & Amendment)
Retroactively file past-due taxes or correct previously filed erroneous tax returns (Form 1040-X).
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Audit Defense & Representation
(Audit Defense)
If you receive an IRS or State notice or face a tax audit, our Enrolled Agents will represent and defend you.
(Free for returns filed by us)
Key Checkpoints for Individual Tax Returns
The US individual income tax deadline is April 15th. Extensions to October 15th are available, but any taxes owed must be paid by April to avoid interest.
While the standard deduction is common, itemizing may be more beneficial if you have high mortgage interest or significant donations. Consult an expert.
Maximize your refund by ensuring you claim all eligible government benefits, such as the Child Tax Credit (CTC) and Earned Income Tax Credit (EITC).