What’s 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

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

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

Form 8938 $50 (10 transactions)