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Pricing
$975
Best For
Same as Bronze plus for families with children and investments who have basic filing needs. Straightforward tax situations where predictability is high and surprises are unlikely.
Return Preparer
One of our associates (CPA, EA or CPA candidates).
Completion Priority Before Deadline
First come, first served.
Preparation Time
15-21 calendar days.
What Is Included In Price
All of the items covered under Bronze plus two (2) more W-2 forms, three (3) more 1099-INT, three (3) more 1099-DIV, up to two (2) 1099-B combined statements (Brokerage), up to two (2) childcare providers (domestic employees not included), up to five (5) itemized non-cash donations, up to two (2) 1098-T forms (tuition), or any combination of the above forms not to exceed a total of 10 forms, PLUS one extra state (except NY, HI, CA and any state with local returns).
Additional Services Included
All of the items covered under Bronze plus generic (non-numerical) recommendations on obvious tax-saving moves.
In-Person or Remote Interaction
Remote only (secure portal or secure fax only).
Discounts on Other Services
5% off W-4 optimization.
Limits on Communication
Maximum of two (2) e-mails from the client (not including notification of document submission and responses to D&A requests) included in pricing. Each additional email received and responded to that had questions in it will be billed $50.
Add-Ons
All additional forms (over and above those listed under What Is Included In Price) are based on current a-la-carte pricing (we bill based on data entry volume and complexity).
Filing Extensions
Filed if and when necessary, as determined by D&A; the client is notified; tax to be paid with extension (if any) will not be calculated by D&A.