Smart Individual Tax Planning & Filing: Without the stress

Who is this service for:

Individual W-2 Tax Planning & Filing

For individuals receiving W-2 forms who need assistance with tax preparation and planning throughout the employment year.

Starting at:
$250
  • W-2
  • Individual Tax Filing
  • Employee
Select the best tax preparation package based on your income sources and financial complexity. All packages include professional filing and support.

Tax Preparation Service Levels

Choose the tax preparation package that fits your financial situation. Options range from simple W-2 filing to comprehensive tax solutions for complex financial portfolios.
Package
What’s included
Price
Basic

2 W-2s and a state return

$250.00

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Enhanced

2 W-2s, a Schedule D, 3 1098s, 1 1099 Composite, the Child Tax Credit, and state returns

$350.00

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Comprehensive

1 W-2, 8 1099-INT and 1099-DIV forms, 1 1098, a Schedule D, Schedule E, 2 1099-NECs, and state return

$550.00

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