Advanced Package

Advanced Individual / Family Package:

Drop-Off $399 / Drop-Off with Consult $499 / Enhanced Service $699


Everything in the Standard Package plus:

  • All Schedule A Deductions
  • Up to six 1099-R Forms
  • Interest & Dividends
  • Moving Expenses
  • Deduction for Clean Fuel Vehicles
  • 1099 Form HSA / MSA
  • 1099 Long Term Care
  • Foreign Tax Credit (one country)
  • Exception on Early Withdrawal Penalties on IRAs / MSAs
  • Employee Expenses, Form 2106
  • Vehicle Expenses (up to two vehicles)
  • Residential Energy Credits
  • Schedule D Capital Gains
  • Home Office, Form 8829 (including depreciation)
  • K-1 Forms
  • Other Oregon subtractions and credits

Note:

*All new clients start at the drop-off with consult price level

*Returning clients are eligible for the drop-off pricing – with a completed organizer