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TAX PREPARATION

DELUXE
$200

for W-2 filers with dependents or common credits

​Income

  • W-2 income

  • Unemployment income

  • Retirement income

  • Interest & dividends (1099-INT/1099-DIV)

 

Deductions & Credits

  • Dependents and common credits (where eligible)

  • Education credits (1098-T, where eligible)

  • Child & dependent care credit (where eligible)

  • Itemized deductions (if applicable)

  • Mortgage interest (1098)

  • State and local taxes

  • Student loan interest

  • HSA (Form 1099-SA / 5498-SA)

​

What's included:

  • Federal & 1 state

  • e-File

PREMIER
$275

for filers with investments or rental activity

Income

  • W-2 income

  • Unemployment income

  • Retirement income

  • Investment activity (1099-B / capital gains & losses)

  • Rental income (Schedule E)

​

Deductions & Credits

  • Dependents and common credits (where eligible)

  • Itemized deductions (if applicable)

  • Mortgage interest (1098)

  • State and local taxes

  • Student loan interest

  • HSA (Form 1099-SA / 5498-SA)

​

What's included:

  • Federal & 1 state

  • e-File

SELF-EMPLOYED
$350
for self-employed filers (1099 / Schedule C)

Income

  • W-2 income (if applicable)

  • Self-employment income (1099-NEC / Schedule C)

  • Business income & expenses summary

  • Investment activity (1099-B, if applicable)

  • Rental income (Schedule E, if applicable)

​

Deductions & Credits

  • Business deductions (Schedule C, documented)

  • Dependents and common credits (where eligible)

  • Itemized deductions (if applicable)

  • Mortgage interest (1098)

  • State and local taxes

  • Student loan interest

  • HSA (Form 1099-SA / 5498-SA)

​

What's included:

  • Federal & 1 state

  • e-File

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