Individual & Sole Proprietor Tax Service Packages

Individual

Tax Preparation Services Include:
  • 1040 Federal Tax Return 
  • One State Tax Return 
  • Unlimited Tax Document Storage

Sole Proprietor

Tax Preparation Services Include:
  • 1040 Federal Tax Return
  • Includes one of the two: Schedule C or Schedule F
  • One State Tax Return
  • Unlimited Tax Document Storage

Sole Proprietor - Prep + Planning

Tax Preparation Services Include:
  • 1040 Federal Tax Return
  • Includes one of the two: Schedule C, or Schedule F
  • One State Tax Returns
  • Unlimited Tax Document Storage
Tax Planning Services Include:
  • Annual Tax Forecast / Estimate
  • Quarterly Estimated Tax Payment Reminders

Individual Tax Organizers 
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