Essential Support
Premium Package
$389
Recommended for individuals, W-2 filers, and self-employed clients
with standard tax situations.
Package Includes
- Refund Maximizer
- Schedule C software for business income and expenses
- Audit assessment
- Audit defense with CPA support
- Refund processed up to 5 days faster, when applicable
- Accuracy and compliance review
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$389 package price
Donation Reporting
Charitable Contributions
$489
Recommended for clients who donate to churches, nonprofits, charities,
Goodwill, or the Salvation Army.
Package Includes
- Review of cash and non-cash charitable donations
- Donation documentation guidance
- Reporting support for donated items
- Itemized versus standard deduction review
- Accuracy and compliance review
- Documentation considerations for audit preparedness
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$489 package price
Expanded Review
Premium Plus Package
$689
Recommended for clients who went exempt and are 100% self-employed
or earned over $80,000.
Everything in Premium, Plus
- Everything included in the Premium Package
- Additional business expense reporting features
- More detailed expense reporting
- Enhanced review for complex returns
- Expanded audit preparedness
- Review of eligible deductions based on accurate client information
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$689 package price