Advanced Individual Tax Package

Service Descriptions

• Tailored Advanced Individual Tax Return Filing Service for complex financial situations.

• Includes handling multiple sources of income (W-2; 1099s; Schedule C; Schedule E; Schedule D), itemized deductions, multiple states' returns, and tax credits as well as self-employed.

 

Recommended Package

5-Session Basic Individual Tax Package (up to 5-hr consultation/meeting + behind-the-scenes work)

 

Unused Consultation Hours

Any remaining meeting hours can be converted to alternative benefits that we offer.

 

What We Offer

Holistic approach to tax preparation, including thorough document collection, review, organization, and in-depth discussions tailored to unique financial circumstances.

• In-depth Discussions and Analyses Meeting Sessions (Meeting hours): Personalized sessions addressing financial concerns and questions, future planning, and tax strategy optimization.

• Document Collection: Gathering necessary documents such as W-2 forms, 1099s, organized business expenses and receipts, etc. (Self-employed bookkeeping service is not included in this package)

• Document Review: Meticulous examination of each document for potential deductions and credits.

• Document Organization: Neat organization of all documents to streamline the filing process.

• Tax Return Filing and Review: Handling the filing process.

• Tax Return Walk-through Video.

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Package price

$999 Subject to change based on clients' actual tax situations and documents.