Take the headache out of tracking rental depreciation, capital gain transactions, freelance income, and quarterly estimated taxes. In addition to preparing your full tax return, we conduct a dedicated mid-year estimated tax review to calculate your safe-harbor benchmarks and generate updated payment vouchers—ensuring no surprises or IRS underpayment penalties at tax time.
What’s Included:
Everything in Tier 1, plus:
Mid-Year Estimated Tax Calculation Review: Dedicated mid-year projection to recalculate quarterly payment amounts, review safe-harbor thresholds, and provide updated payment vouchers.
Rental Real Estate (Schedule E): Full rental income/expense review and depreciation schedules for properties.
Self-Employed / Sole Proprietor (Schedule C): Review of business expense logs and 1099 income.
Investments & Capital Gains (Schedule D): Stock sales, crypto disposition reporting, and capital loss carryovers.
K-1 Reporting: Pass-through reporting for up to 2 standard partnership or S-Corp K-1s.
Notice Protection: Coverage for basic IRS/state math error and document mismatch inquiries.
Priority Portal Support: Expedited email & portal response (24–48 hr SLA).
Key Add-Ons:
Additional State Return: $150
Schedule C Expense Cleanup & Reconciliation: $125/hr
Prior-Year Tax Filing Catch-Up: $400
Take the headache out of tracking rental depreciation, capital gain transactions, freelance income, and quarterly estimated taxes. In addition to preparing your full tax return, we conduct a dedicated mid-year estimated tax review to calculate your safe-harbor benchmarks and generate updated payment vouchers—ensuring no surprises or IRS underpayment penalties at tax time.
What’s Included:
Everything in Tier 1, plus:
Mid-Year Estimated Tax Calculation Review: Dedicated mid-year projection to recalculate quarterly payment amounts, review safe-harbor thresholds, and provide updated payment vouchers.
Rental Real Estate (Schedule E): Full rental income/expense review and depreciation schedules for properties.
Self-Employed / Sole Proprietor (Schedule C): Review of business expense logs and 1099 income.
Investments & Capital Gains (Schedule D): Stock sales, crypto disposition reporting, and capital loss carryovers.
K-1 Reporting: Pass-through reporting for up to 2 standard partnership or S-Corp K-1s.
Notice Protection: Coverage for basic IRS/state math error and document mismatch inquiries.
Priority Portal Support: Expedited email & portal response (24–48 hr SLA).
Key Add-Ons:
Additional State Return: $150
Schedule C Expense Cleanup & Reconciliation: $125/hr
Prior-Year Tax Filing Catch-Up: $400