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1040 Tax Products

Offering a robust line of products to meet your personal and business needs

1040 Tax Products

Standard

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Phone consultation - up to 15 minutes per year
  • Billed annually
  • Audit protection - optional (additional fee)

Complete

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate reminders
  • Annual tax strategy meeting
  • Phone consultation - up to 30 minutes per year
  • Billed annually or optional billed quarterly/monthly
  • Audit protection included

*No refunds will be offered for unclaimed services