Employed Individuals/W2 wage earners

Multiple W-2s

One state return

Quarterly Estimated Taxes

Itemized deductions

Freelancers, 1099 Contractors and Self-employed

Business income & Expenses (Schedule C)

Rental Investment income (Schedule E)

One State Tax Return

Quarterly Estimated Taxes

Annual S-Corp/C-Corp & Personal taxes

Business income tax filing

Individual income tax filing

One Hour consultation/ year

Business owners may consider:

Full Year Business Tax Planning & Advisory

Notes

Does not include accounts reconciliation/Bookkeeping

Business income tax filing includes only federal business tax filing

Individual income tax filing includes federal and one state tax filing

Additional Paid for multiple Rentals and Investments

Additional Paid for multi-state

Additional Paid for Foreign income forms

Additional Paid for FBAR foreign bank accounts

Foreign Tax Filing Business & Personal

FBAR-Report of Foreign Bank and Financial Accounts

Form 8938-Statement of Specified Foreign Financial Assets

Delinquent tax returns by US Expats-Streamlined Filing Compliance Procedures

ITIN- Individual Taxpayer Identification Number

Foreign tax credit -Form 1116

Foreign earned income exclusion- Form 2555

Entities with foreign subsidiaries

* For all other areas please reach out to us