Basic Tax Filing | Required

Basic Tax Filing | Required


The Basic Tax Filing includes preparation of a federal 1040 and one individual state income tax return. Basic Tax Filing also includes essential tax planning, estimates for quarterly income tax payments, and general tax advice. If you live in multiple states, moved, have a business, are an avid investor, or would like detailed counsel regarding the tax implications of a decision, you may need to purchase our Multi-State, Premium Tax Filing, or Advanced Tax Planning in addition to The Basic Tax Filing. Generally, if you are an individual or couple and have no business income and haven’t moved, The Basic Tax Filing should suit your needs.

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