1040 Tax Products
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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