*Prices shown are indicative baseline pricing only and may vary based on additional forms or information required during the filing process.
Essential
199
*Ideal for: Professionals with salary and investment income.
Form 1040
1 State tax return
E-filing included
IRS audit support
Direct deposit refund setup
Unlimited W-2s
Interest & dividend income
Draft tax return review with CPA
Most Popular
Plus
399
*Ideal For: Individuals with dependents, itemized deductions, back-door Roth & investment income, option to add self-employment income reporting
Everything in Basic Plan
Itemized deductions (Schedule A)
Stock capital gains & losses (Schedule D) - limited accounts
Dependents credits
Roth conversion reporting (Backdoor Roth)
Recommendations for optimal tax savings
Draft tax return review with CPA before filing
Add On: Crypto transaction reporting starting at $50
Add On: Self employment income (Schedule C) - starts at $200
Premium
599
*Ideal For: Self-employed individuals, freelancers, rental property owners, or multiple investments
Everything in Plus Plan
Rental income from one property
Interest, divident & Stock capital gains
Cryptocurrency reporting
K-1s - upto 2 included
Recommendation for optimal tax savings
Extended support via phone / email
Draft tax return review with CPA before filing
Add On: Self-employment income (Schedule C) - starts at $200
Global
799
*Ideal For: Expats and individuals with foreign income or assets requiring international compliance.
Schedule a call for an accurate quote
Everything in Premium Plan, plus
Foreign income reporting
FBAR (foreign bank accounts over $10,000)
FATCA (Form 8938 foreign asset disclosure)
Reporting for foreign mutual funds & PFICs (Form 8621)
Guidance for foreign pensions and retirement accounts
Tax treaty benefits to avoid double taxation
Currency conversion compliance for cross-border income
Priority CPA consultation for international tax strategy
Draft tax return review with CPA before filing
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