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What We Offer

Best for simple US tax situation

The Atlas Project →

Included

  • Form W-2

  • Investment accounts (Interest and dividend)

  • Investment earnings from stock and bonds

  • Standard deduction

  • Child tax credit

  • Student loan interest deductions

  • Application for extension

  • E-filing

Best for standard US tax situation

The Echo Project →

Included

  • Form W-2

  • Investment accounts (Interest and dividend)

  • Investment earnings from stock and bonds

  • Standard or Itemized deduction

  • Child tax credit

  • Child and dependent credit

  • Tax credits for energy efficiency

  • Convertible virtual currencies and cryptocurrencies earnings

  • 1099-R retirement account distributions

  • Up to 2 rental property income

  • Student loan interest deductions

  • 2 state tax filings

  • Application for extension

  • E-filing

  • 15 minutes free tax consultation

Best for U.S. expats for foreign exposures

The Brightline Project →

Included

  • Form W-2 / Non-US wages

  • Non-US pension

  • Investment accounts (Interest and dividend)

  • Investment earnings from stock and bonds

  • Standard or Itemized deduction

  • Foreign tax paid

  • Foreign earned income exclusion (if qualify)

  • Child tax credit

  • Child and dependent credit

  • Tax credits for energy efficiency

  • Convertible virtual currencies and cryptocurrencies earnings

  • 1099-R retirement account distributions

  • Up to 2 rental property income

  • Student loan interest deductions

  • Application for extension

  • FinCEN Form 114 - FBAR

  • FATCA Form 8938

  • 2 state tax filings

  • E-filing

  • 30 minutes free tax consultation

“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”

– Former Customer

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