*Most individual 1099COMP forms are completed within 2-10 lines
**Accounting and bookkeeping services are provided by TOLUS Accounting and are subject to separate terms, conditions, and pricing
Effective January 31, 2025
781-535-9256
Taxpayers with simple returns and standard deduction
Includes:
✓
Forms W2s, 1099INT, 1099DIV, most 1095s, and 1099SSA
✓
Student loan interest deduction
✓
Student credits (full-time students with ID)
✓
Earned income credit
✓
Stock and Cryptocurrency (1099COMP) for an additional $10 per 20 lines*
✓
Gig Work (i.e. Uber and Doordash) for $20 additional
Tailored returns for various tax situations
Includes all forms under Basic Returns plus:
✓
Student credits
✓
Retirement distributions (1099R)
✓
HSA distributions (1099SA)
✓
Home ownership and itemized deductions
✓
Clean energy credits
✓
Sale of personal property (1099K)
✓
Cancellation of debt (1099C)
✓
Gig Work (i.e. Uber and Doordash)
Complex returns including small businesses and rental property
Includes all forms under Homeowners, Clean Energy, and Retirement plus:
✓
Dependents
✓
Foreign income
✓
Tax returns for listed dependents for $20 each
✓
Small businesses and 1099NECs for an additional $30 each**
✓
Rental properties for an additional $30 each**
UP TO 2 STATE FORMS INCLUDED WITH ALL TIERS; $30 PER ADDITIONAL STATE
*Most individual 1099COMP forms are completed within 2-10 lines
**Accounting and bookkeeping services are provided by TOLUS Accounting and are subject to separate terms, conditions, and pricing
Effective January 31, 2025