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Services

Providing Everything You Need

Accountant

Individual Service Package

  • Social Security Income

  • Retirement Income

  • Wages – W-2’s (up to 3 included)

  • Scholarship / Grant Income

  • Unemployment Compensation – 1099 G

  • Earned Income Credit

  • Dependents (up to 5 included)

  • Student Loan Interest

  • Child Tax Credit

  • Child & Dependent Care Expenses – Form 2441

  • Standard Deduction

  • Installation Agreement (Form 9465) (Optional)

Advanced Service Package

  • Social Security Income

  • Retirement Income

  • Wages – W 2’s (up to 5 included)

  • Scholarship / Grant Income

  • Unemployment Compensation – 1099 G

  • Misc. Income – 1099 (other income)

  • Investment Income (interest & Dividend forms)

  • Earned Income Credit

  • Dependents (up to 5 included)

  • Education Credits

  • Student Loan Interest

  • Child Tax Credit

  • Child & Dependent Care Expenses – Form 2441

  • Standard Deduction

  • Itemized Deduction (Schedule A)

  • Installation Agreement (Form 9465) (Optional)

Stack of dossiers
Filling Out Tax Form

Professional Service Package

  • Social Security Income

  • Retirement Income

  • Wages – W 2’s (up to 5 included)

  • Scholarship / Grant Income

  • Unemployment Compensation – 1099 G

  • Self-Employment Income

  • Misc. Income – 1099 (other income)

  • Investment Income (interest & Dividend forms)

  • Earned Income Credit

  • Dependents (up to 5 included)

  • Education Credits

  • Student Loan Interest

  • Child Tax Credit

  • Child & Dependent Care Expenses – Form 2441

  • Standard Deduction

  • Itemized Deduction (Schedule A)

  • Schedule C (Profit/Loss Statement)

  • Capital Gains Income – Sch D

  • Trust, Estate or Partnership Income – K-1

  • Rental Property (Single unit – Sch E)

  • Distributions from HSA 1099- SA

  • Health Insurance Marketplace – 1095 A Installation Agreement (Form 9465) (Optional)

Complex Service Package

  • Social Security Income

  • Retirement Income

  • Wages – W 2’s (up to 5 included)

  • Scholarship/ Grant Income

  • Unemployment Compensation – 1099 G

  • Self-Employment Income

  • Misc. Income – 1099 (other income)

  • Investment Income (interest & Dividend forms)

  • Dependents (up to 5 included)

  • Education Credits

  • Student Loan Interest

  • Child Tax Credit

  • Child & Dependent Care Expenses – Form 2441

  • Standard Deduction

  • Itemized Deduction (Schedule A)

  • Schedule C (Profit/Loss Statement) -Capital Gains Income – Sch D

  • Trust, Estate or Partnership Income – K-1

  • Rental Property (Single unit – Sch E)

  • Distributions from HSA 1099- SA

  • Health Insurance Marketplace – 1095 A

  • Foreign Income exclusions/ credits

  • Foreclosure or Debt Cancellation – 1099 C

  • Real Estate Capital Gains – 1099 -S

  • Business use of Home Form – 8829

  • Alternative Minimum Tax

  • Installation Agreement (Form 9465) (Optional)

  • Depreciation & Amortization (Form 4562)

Showing a Property
Business Meeting at Small Table

Business Service Package

  • C-Corp - 1120

  • S-Corp - 1120S

  • LLC - 1065

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