CPA-Level Individual Tax Preparation and Planning
Not basic data entry. CPA-level preparation and planning for people whose returns have moving parts. Preparation starts at $325.
Who this is for
Built for returns with moving parts
If your taxes are more than a single W-2, DIY software tends to leave money on the table and risk on the page. This is for people who want it done right, and want to understand it.
- High-income W-2 earners with equity comp or RSUs
- Families navigating a major life change
- Rental property and real estate owners
- Investors with capital gains, crypto, or K-1s
- Multi-state filers
- Self-employed and 1099 earners
- Anyone with a prior-year issue or an amended return
Protection Plus audit defense, included
Every individual return we prepare includes Protection Plus, a third-party audit defense service. If the IRS or your state sends a qualifying notice or audit inquiry related to your filed return, Protection Plus provides professional representation support, so you are not facing it alone.
Individual services
Preparation and planning, done at a CPA level
Not sure you need a CPA?
See where DIY software stops paying off and a CPA starts saving you more than it costs.
Compare CPA vs TurboTaxReady for CPA-level individual tax help?
Complete the Individual Tax Review Form and we'll match you with the right preparation or planning, quoted up front.
Complete the Individual Tax Review Form