First time customers receive a $15 discount, excludes "short form"
Income Tax Preparation Fees
Income Tax Preparation Fees
*e-file and direct deposit included for State and Federal
Short Form
$70
Single or Married - Under $50k income
No Dependents
One W2 or 1099-MISC
1099-G (Unemployment/State Refunds)
Earned Income Credit - if applicable
Simple
$90
Single or Married
Including Dependents
Up to two W2's and/or 1099-MISC
1099-G (Unemployment/State Refunds)
Earned Income Credit - if applicable
Basic
$100
Single or Married
Including Dependents
Up to four W2's and/or 1099-MISC
1099-G (Unemployment/State Refunds)
Earned income credit (if applicable)
1099-SA (HSA Distribution)
Long Form
$140
Single or Married
Including Dependents
Up to six W2's and/or 1099-MISC
1099-G (Unemployment/State Refunds)
Schedule A (itemized) - Home Owners
Schedule D (Stock sale) - up to 5 entries
1098-T (Education Credits)
1099-SA (HSA Distribution)
Complicated
$250 +
Single or Married
Including Dependents
Unlimited W2's and/or 1099-MISC
1099-G (Unemployment/State Refunds)
Schedule A (itemized) - Home Owners
Schedule D (Stock Sale) - up to 10 entries
Schedule C (Self Employment Income)
Schedule E (Rental Property)
1098-T (Education Credits)
1099-SA (HSA Distribution)
Additional Forms
varies
$10 - W2's and/or 1099-Misc (each)
$20 - 1099-B (Stock Brokerage Sale) up to additional 10 entries
$20 - 1099-SA (HSA Distribution) each
$30 - 1099-NEC (Non Employee Compensation) each
$30 - 1098-T (Education Credits) each
Add a footnote if this applies to your business