Support Plan Options

Personal Complex forms included:

• Form 1040 (1)
• Schedule A (1)
• Schedule B (4 lines included)
• SSA-1099 Submitted (2 included)
• Schedule 1 (1)
• W2 Submitted (3 included)
• Qualified Retirement Plan or Traditional IRA Contributions
  not made through W2 (1)
• Schedule D (1 included)
• Schedule E – Page 2 K-1s from Partnerships, S Corporations, Estates or Trusts (1 included)
• Form 8949 per line; not aggregated (4 included)
• Form 8949 per Consolidated 1099 (1 included)
• 1099-R Submitted (1 included)
• Form 1040-X charged hourly (2 hours included)

Home state is included, all additional states have an added charge.

• Additional State Return $75
• MA, NY, and CA $135
• PA $125

• Additional forms are available at a-la-carte pricing. Fill out the form below to receive the full pricing sheet today.
• Standard packages only include forms and schedules listed above, please see the a-la-carte pricing for any additional forms with quantity
• Any forms or schedules outside of the basic package automatically upgrade a Standard package type to a Complex package
• Standard packages include the forms and schedules listed above, please see the a-la-carte pricing for any additional forms with quantity
• Standard and Complex packages include a workbook for return prep as well as a review checklist

Pricing discounts are now available

100+ Returns = 10% discount | 250+ Returns = 15% discount | 500+ Returns = 20% discount