Individual Tax Return Preparation and Filings
Individual Tax Return Preparation and Filings
Having Headache to Choose Your Package?
Click “Get Started” Below, Upload your Document and Get a Customized Quote.
All Services Require 50% Deposit
( If the document is submitted 15-day before the deadline, it will be subjected to $300 to $600 Expedited Fees to cover the overtime and administrative costs)
All Services Require 50% Deposit
( If the document is submitted 15-day before the deadline, it will be subjected to $100 to $300 Expedited Fees)
Standard
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1040 with up to 3 W2’s & 1099’s
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Schedule B (Up to 10 Interest & Dividend Entries)
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1 State Return
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List Item
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Claim 1 Tax Credit
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$10 for Audit Protection ($99 Value)
Moderate
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1040 with up to 3 W2’s & 1099’s
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Schedule B (Up to 5 Interest & Dividend Entries)
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1 State Return
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Profit or Loss from Business (Schedule C-EZ)
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Pass-through Income (LLC, S-Corp and Trust K-1 - Up to 2)
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$10 for Audit Protection ($99 Value)
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Up to 2 of the following:
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Itemized Deductions (Schedule A)
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Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 5 Transactions) – No RSU, ESPP
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Claim Tax Credits
Premium
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1040 with up to 5 W2’s & 1099’s
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Schedule B (Up to 10 Interest & Dividend Entries)
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1 State Return
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Free Audit Protection ($99 Value)
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$10 for Audit Protection ($99 Value)
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Up to 2 of the following:
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Profit or Loss from Business (Schedule C)
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Pass-through Income (LLC, S-Corp and Trust K-1 – Up to 2)
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Rental Property (Schedule E – 1 real estate)
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Crypto Currency – 1 Exchange & Up to $10K transactions
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Up to 1 of the following:
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Itemized Deductions – (Schedule A)
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Sales of Stocks, Bonds, Mutual Funds or Investment Real Estate (Schedule D – Up to 20 Transactions) with RSU, ESPP and ISO
Add-Ons to any Package
1040 return and related statements, including the cost of e-filing or mailing. Amended 1040 return and related statements, including cost of mailing. Audit Assistance will be included with the purchase of Audit Assistance Insurance.
*Audit Assistance Insurance is an add-on service provided by Protection Plus guarantees that a certified tax professional will help you understand communication from the IRS. They will also help you draft response letters, so you can deal with the audit efficiently without extra charge.
SECOND LOOK REVIEW AND TAX CONSULTING
$310 for one hour in-person or online review with our Tax Manager (Self-Prepared Tax Return from Turbo Tax, H&R Block, etc.)
They say double-checking is never a bad idea, and that especially goes for reviewing an old tax return. In fact, you could be entitled to a bigger refund than you actually received last year – and even up to two years before that.
There is a significant chance we’ll find a different result on your prior-year return. If several tax situations that applies to you – which might mean overlooked credits or deductions. However, there’s no guarantee. We won’t know for sure until we complete your Second Look Review.
Last Updated: 11/30/2023
