Learn More - Description of Each Tax Service

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Super Simple Tax Solutions

If you have a simple Form 1040 tax return—with no additional forms or schedules beyond those needed to claim the Earned Income Tax Credit, Child Tax Credit, student loan interest, or Schedule 1-A—you may qualify for our Simple Solution Program at a reduced fee.

Examples of situations typically included in a simple Form 1040 return (with no added tax complexity) include:

• W-2 income
• Interest, dividends, or original issue discounts (1099-INT / 1099-DIV / 1099-OID) that do not require Schedule B
• Claiming the IRS standard deduction
• Earned Income Tax Credit (EITC)
• Child Tax Credit (CTC)
• Student loan interest deduction
• Schedule 1-A deductions (qualified tips, overtime pay, car loan interest, or seniors age 65+)
• Taxable qualified retirement plan distributions

Simple Tax Solutions Added Benefits

• Itemized deductions claimed on Schedule A, such as charitable contributions, medical expenses, mortgage interest and state and local tax deductions
• Unemployment income reported on a 1099-G
• Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
• Stock sales (including crypto investments)
• Income from rental property or property sales
• Credits, deductions and income reported on other forms or schedules

If you’re unsure whether your return qualifies, we’re happy to review your situation and help you choose the best option.

Advanced Tax Soltuions Includes these Additional Benefits:

• Form 1040 (Individual Income Tax Return)
• Form 1040-SR (Seniors)
• Form 1040-SP (Spanish)
• Form 1040-X (Amended Returns)
• Form 4868 (Extensions)

• W-2 & W-2G (Wages & Gambling Winnings)
• 1099 Series (INT, DIV, NEC, MISC, G, R, SSA, K, B, S, OID, Q, QA, SA, PATR)
• Schedule B (Interest & Dividends)
• Schedule D & Form 8949 (Capital Gains, Stocks & Crypto)

• Schedule C (Profit & Loss – Income & Expenses)
• Schedule SE (Self-Employment Tax)
• Schedule E (Rental & Pass-Through Income)
• Schedule F (Farm Income)
• Schedule K-1 (Partnerships, S-Corps, Estates & Trusts)
• Forms 4562, 4797, 4835, 8829 (Depreciation, Business Property, Home Office)
   

• Schedule A (Itemized Deductions)
• Schedule 1, 2, & 3 (Additional Income, Taxes, Credits)
• Schedule EIC & Schedule 8812 (Earned Income & Child Tax Credits)
• Education Credits (Forms 8863, 1098-T)
• Retirement Credits & Reporting (Forms 8606, 8880, 1099-R)
• Energy & Vehicle Credits (Forms 5695, 8936)

• Forms 1095-A, 1095-B, 1095-C
• Form 8962 (Premium Tax Credit)
• Health Savings Accounts (Forms 8889, 1099-SA, 5498-SA)

• Estimated Taxes & Penalties (Forms 1040-ES, 2210, 2210-F)
• IRS Notices & Payment Plans (Forms 9465, 1310, 8379)
• Foreign Income & Credits (Forms 1116, 2555)
• Investment & Alternative Taxes (Forms 4952, 6251, 8960)
• Adoption, Moving, Casualty & Theft, Debt Cancellation, and More

We offer specialized business tax solutions for a wide range of entities, including preparation and support for the following forms:

• Form 1041 – Trusts & Estates 
• Form 1065 – Partnerships
• Form 990 – Nonprofit Organizations
• Form 1120-S – S Corporations
• Form 1120 – C Corporations
• Form 706 – Estate Tax Returns

Because every business is unique, pricing and services are customized to your specific needs. Please contact us for a specialized Business Tax Solution quote, and we’ll be happy to discuss how we can best support you.