Individual Tax Returns

Basic Returns 

• For clients with simple income structures (e.g., W-2 income, standard deductions).

• Generally includes federal and state filing, basic deductions, and credits.

Intermediate Returns

• For individuals with more complex tax situations, like some 1099 income, itemized deductions, or multiple W-2s.

• Covers common deductions and credits (e.g., mortgage interest, education credits).

Advanced Returns 

• For individuals with self-employment income, investments, or rental property income.

• Includes Schedule C (self-employment) or Schedule E (rental properties), along with complex itemizations.