Choose the Plan That Fits You or Your Business
1040 Essential
$450
per month
✓ Professional federal 1040 preparation + e-filing
✓ One state return included (additional states available)
✓ W-2 income, basic 1099-INT/DIV reporting
✓ Standard deduction or simple itemized deductions (Schedule A)
✓ Common credits reviewed (child credit, education credits, etc.)
✓ Basic accuracy review + filing readiness checklist
✓ Secure document collection + portal communication
✓ Final return delivered with filing confirmation + copy for your records
✓ Basic Q&A during tax season
✓ Simple “What to expect next year” notes (high-level, not planning)
Scope boundary: No Schedule C, Schedule E, K-1, crypto, or multi-state complexity
1040 Growth
$950
per month
✓ Everything in Essential, plus:
✓ Schedule C preparation (business income + expense review)
✓ Schedule E preparation (rental income/expenses + carryovers)
✓ Schedule SE (self-employment tax) included
✓ Deductions optimized (home office, mileage/vehicle, supplies, software, etc.)
✓ Expense categorization review for reasonableness + IRS supportability
✓ Quarterly estimated tax guidance (basic setup + recommendations)
✓ Year-over-year comparison: what changed and why (plain English summary)
✓ Tax-saving opportunities identified for next year (non-entity level)
✓ One proactive tax strategy review session
✓ Higher-touch Q&A support during the prep process
✓ 48-hour response time
✓ See Engagement letter for additional terms
1040 Premium
$2,250
per month
✓ Everything in Growth, plus:
✓ Bi-yearly tax planning sessions (30–60 min) focused on next-year strategy
✓ Federal tax scenario analysis & projection modeling
✓ Depreciation / prior-year schedule review (or creation if needed)
✓ Investment reporting review & tax strategy development (capital gains, dividends, brokerage summaries)
✓ K-1 reporting (includes X number; additional K-1s as add-ons)
✓ Multi-state filing coordination (includes X states; additional states add-on)
✓ Audit risk reduction: documentation checklist + issue-spotting review
✓ Complex credit/limitation review (passive activity limits, phaseouts, etc.)
✓ High-touch support for complex questions and planning moves
✓ Multi-state planning
✓ Review Engagement Letter for additional terms
✓ Full year-round availability
