Basic Individual Compliance

$0.00

Get your personal tax return filed accurately, securely, and without unnecessary phone calls or appointments. Simply upload your W-2s and tax documents through our encrypted client portal, and our team will prepare, reconcile, and e-file your return smoothly before the deadline.

What’s Included:

  • Standard Tax Filing: Form 1040, Schedules 1–3, Schedule A (Itemized Deductions), and Schedule B (Interest & Dividends).

  • Single Resident State Filing: Complete preparation and electronic filing for one resident state.

  • Secure Digital Portal Intake: Guided online questionnaire and secure document upload.

  • Draft Review & E-Sign: Digital draft delivery with secure e-signature authorization (Form 8879).

  • Email & Portal Support: Dedicated support desk assistance (48–72 hr response SLA).

Key Add-Ons:

  • Additional State Return: $150

  • Prior-Year Tax Filing: $400

  • 1-on-1 Tax Projection Consultation: $350

Get your personal tax return filed accurately, securely, and without unnecessary phone calls or appointments. Simply upload your W-2s and tax documents through our encrypted client portal, and our team will prepare, reconcile, and e-file your return smoothly before the deadline.

What’s Included:

  • Standard Tax Filing: Form 1040, Schedules 1–3, Schedule A (Itemized Deductions), and Schedule B (Interest & Dividends).

  • Single Resident State Filing: Complete preparation and electronic filing for one resident state.

  • Secure Digital Portal Intake: Guided online questionnaire and secure document upload.

  • Draft Review & E-Sign: Digital draft delivery with secure e-signature authorization (Form 8879).

  • Email & Portal Support: Dedicated support desk assistance (48–72 hr response SLA).

Key Add-Ons:

  • Additional State Return: $150

  • Prior-Year Tax Filing: $400

  • 1-on-1 Tax Projection Consultation: $350