Wages, retirement income, social security, interest, dividends, capital gains/losses, unemployment compensation
Self-employment income, with limits
Most income reported on Forms 1099-MISC or 1099-NEC or 1099-K
Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties
Itemized deductions with Charitable Cash Contributions, Noncash contributions totaling no more than $5,000, Mortgage interest, Real and Personal Property tax,
Cancellation of Nonbusiness Credit Card Debt
IRA Contributions -Deductible or not
Tuition & student loan interest
Most credits, such as earned income credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, retirement savings credit.
Repayment of First Time Home Buyer credit
Estimated Tax payments
Health Savings Account
Prior three tax years returns (some locations)
We Electronically File all Federal Returns
Married Filing Separately
Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors
Hobby income or other not for profit activities
Rental Income, except land only
Solar and Electric Car Energy Credits
Transactions for Virtual Currency/NTFs (Bitcoin, Cryptocurrency, etc.)
Rental Property Income (except land only)
Farm Income or expenses
Tax on Child's Investment and Other Unearned Income (Kiddie Tax)
Some Investment Income or Itemized deductions not included in our training
Complicated Schedule K-1, complicated capital gains/losses
Moving Expenses
Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax
Any Virtual Currency Investment or Transaction