👉 IMPORTANT: WATCH BEFORE FILING
Designed for SINGLE and MARRIED FILING SEPARATELY
Best for:
Single filers
Married Filing Separately
1–4 W‑2s, 1099-INT
No dependents
No itemized deductions
No self‑employment or business income
What’s included:
Secure remote document upload
Professional tax preparation
E‑file submission
Basic refund optimization
Status updates via email/SMS
Designed for HEAD OF HOUSEHOLD and MARRIED filing JOINTLY
Best for:
Single, Head of Household, or Married Filing Jointly
Dependents or qualifying children
Multiple W‑2s
Education credits (1098‑T)
Basic investments (1099‑INT, 1099‑DIV)
Simple additional income forms
What’s included:
Secure remote document upload
Professional tax preparation
E‑file submission
Dependent credit review
Additional income form handling
Expanded refund optimization
Status updates via email/SMS
Designed for Client with ITEMIZED DEDUCTIONS, or MIXED INCOME sources.
Best for:
Itemized deductions (Schedule A)
Freelance or side‑gig income (simple Schedule C)
Retirement income (SSA‑1099, 1099‑R)
Multiple income sources
More advanced credits and adjustments
What’s included:
Secure remote document upload
Professional tax preparation
E‑file submission
Itemized deduction review
Simple Schedule C (freelance/side‑gig)
Credit maximization and tax‑saving review
Status updates via email/SMS
Designed for Micro Business Owners, LLC, C-CORP, S-CORP
Best for:
Self‑employed individuals and freelancers
Single‑member LLCs and small business owners (C-Corp, S-Corp)
Multiple income streams
Complex deductions and business expenses
Full Schedule C or business‑level reporting
What’s included:
Secure remote document upload
Professional tax preparation
E‑file submission
Full Schedule C or business return
Expense categorization and review
Business‑focused tax optimization
Status updates via email/SMS
Zelle Payment
"Complete payment to unlock document upload and scheduling."
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( [email protected] ). Input FIDEL for first name and SILVA for last name.
Select “PERSONAL” as the account type.
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