Best for: Multi-state, multiple business or rental activities, or advanced tax situations.
Everything in intermediate, plus:
Multiple Schedules (e.g., more than one business or rental)
K-1s (partnerships/S-corps), employee equity (RSU/ESPP/ISO), AMT review
Multi-state filing and resident/nonresident allocations (as applicable)
Optional 20-minute tax planning/estimate check
*Starting at $750. Final fee depends on complexity; we’ll confirm before work begins.
Best for: Multi-state, multiple business or rental activities, or advanced tax situations.
Everything in intermediate, plus:
Multiple Schedules (e.g., more than one business or rental)
K-1s (partnerships/S-corps), employee equity (RSU/ESPP/ISO), AMT review
Multi-state filing and resident/nonresident allocations (as applicable)
Optional 20-minute tax planning/estimate check
*Starting at $750. Final fee depends on complexity; we’ll confirm before work begins.