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Personal Income Tax

Offering a robust line of products to meet your personal and business needs

Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.
  • Fixed pricing—The price you see is the price you pay. The only variable is how many states you will be filing in.

1040 Service Packages

Student

Fixed price: $150

Income source

  • Wages (W-2's)
  • State returns included (1)

Wage Earner/Retiree

Fixed price: $750

Income source

  • Wages (W-2's)
  • IRA, pensions, annuities
  • State returns included (1)

Investor/Entrepreneur

Fixed price: $1,500

Income source

  • Interest, dividends, capital gains greater than $10,000
  • More than 4 brokerage accounts
  • Small business with sales greater than $25,000
  • Less than 5 rental properties, K-1's from partnerships, S-Corporations, or trusts

Venture Capitalist

Base price: $2,500

Income source

  • 5 or more rental properties, K-1's from partnerships, S-Corporations, or trusts

Additional state price: $200