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For W-2 professionals with straightforward tax situations
Tax Preparation & Compliance
Federal and state income tax return preparation and filing
Quarterly estimated tax payment calculations and guidance
Tax return review and e-filing
Prior year amended returns (if needed)
Year-Round Support
Email support for tax questions throughout the year
IRS/state notice review and response guidance
Document organization and record-keeping recommendations
Best For: W-2 employees in one or two states, standard deductions or straightforward itemized deductions, basic investment income
For W-2 professionals with straightforward tax situations
Tax Preparation & Compliance
Federal and state income tax return preparation and filing
Quarterly estimated tax payment calculations and guidance
Tax return review and e-filing
Prior year amended returns (if needed)
Year-Round Support
Email support for tax questions throughout the year
IRS/state notice review and response guidance
Document organization and record-keeping recommendations
Best For: W-2 employees in one or two states, standard deductions or straightforward itemized deductions, basic investment income