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Best for Simple U.S. tax situation

$180.00

Ideal for individuals or families with straightforward tax filings including W-2, childcare, standard deductions and minimal investments.

Ideal for individuals or families with straightforward tax filings including W-2, childcare, standard deductions and minimal investments.

What’s included

  • Form W-2

  • Up to 5 Investment accounts

  • Up to 5 Investment earnings from stocks and bonds

  • Standard deduction

  • Child tax credits

  • 1 state tax filing

  • Application for extension

  • E-filing

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 2441 – Child and Dependent credits $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

FinCEN Form 114 (FBAR) $50 per form (10 transactions)

Form 8938 $50 per form (10 transactions)