*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, education credits, or multiple incomes
Everything in Basic Plan
Itemized deductions (Schedule A)
Stock capital gains & losses (Schedule D)
Dependents credits
Roth conversion reporting (Backdoor Roth)
Recommendations for optimal tax savings
Draft tax return review with CPA before filing
Premium
599
Ideal For: Self-employed individuals, freelancers, rental property owners, or investors with complex returns
Everything in Plus Plan
Self-employment income (Schedule C)
Rental income (Schedule E – up to 2 properties)
Capital gains/losses from investments (advanced Schedule D)
Retirement income & contributions (Form 8606, 1099-R)
HSA (Health Savings Account) reporting
Cryptocurrency reporting (up to 5 transactions)
Tax planning tips for next year
Audit protection / limited IRS response assistance
Unlimited W-2s / 1099s
Extended support: phone, email, and live chat
Turnaround: 1–3 business days
Global
799
Ideal For: Expats and individuals with foreign income or assets. Includes FBAR, FATCA, tax treaty benefits, and cross-border reporting for complete global compliance.
Everything in Premium Plan, plus
Foreign income reporting (Form 2555 / Form 1116)
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
Extended expat filing deadline (June 15)
Priority CPA consultation for international tax strategy
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