What’s included
Form W-2 / Non-US wages
Non-US pension
Up to 10 Investment accounts (Interest and dividend)
Up to 10 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
Additional forms you may need
Sch C – Self-employment income $50 for 1 Sch C
Sch E (page 2) – Supplemental Income & Loss (K-1s) $50 per K-1
Sch SE – Self-employment tax $30
Form 4797 – Sales of business property $50 per property
Form 8621 – PFIC income $200 per form
Form 5471 – Foreign corporation information return $800 per form
State tax returns $150 per additional state
1040-ES – Estimated tax for individuals (quarterly) $50 per quarter