Standard Package

Standard Individual / Family Package:

Drop-Off $349 / Drop-Off with Consult $449 / Enhanced Service $649


Everything in the Basic Package plus:

  • Schedule A (except Form 2106 and Non-Cash Charitable Over $600)
  • Up to three 1099-R Forms
  • Social Security
  • Interest & Dividends
  • Taxable Refunds of State & Local Taxes
  • Alimony
  • Jury duty, Prizes, and other miscellaneous income without deductions
  • Unemployment
  • Student Loan Interest
  • Tuition & Fees – Optimized
  • Underpayment Penalty / Penalty for early IRA / SEP Withdrawal
  • Oregon Special Medical Deduction
  • Educator Expenses
  • Retirement Savings Tax Credit
  • Federal ES Vouchers
  • Oregon Form 10 Underpayment
  • Oregon Form 40 ES Vouchers
  • Oregon Child Care & Disabled 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