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Basic Returns Starting at

$189 $109

 This category is ideal for straightforward tax situations. It includes:

• Single or Married Filing Jointly with W-2 income only
• Standard deduction (no itemized deductions)
• No dependents or minimal credits
• No additional income sources like investments, self-employment, or rental properties
  

Intermediate Returns Starting at

$309 $209

Designed for taxpayers with moderately complex situations. This includes:

• Multiple W-2s, dependents, and common credits (e.g., Child Tax Credit, Earned Income Credit)
• Retirement Contributions & Deductions – IRA, SEP, and 401(k) deductions, including the Saver’s Credit.
• Income from investments (e.g., 1099-INT, 1099-DIV, or 1099-B)
• Retirement income (e.g., 1099-R, Social Security benefits)

Complex Returns Starting at

$479 $349

Best suited for those with intricate tax needs, including:

• Self-employment income or business owners (Schedule C)
• Rental property income or losses (Schedule E)
• Income from partnerships, trusts, or estates (K-1s)
• Multiple sources of income, investments, or credits
• Itemized deductions (e.g., mortgage interest, state/local taxes, charitable contributions)
• Advanced tax strategies, deductions, and multiple state filings etc.