Best for: Business owners, investors, and high-income clients
Everything in the Intermediate package
Multiple income streams
Rental properties (Schedule E)
Multiple businesses or complex Schedule C
Stock sales & crypto transactions
Multi-state tax returns
Year-round tax planning strategies
IRS notices review & response support
Priority service & extended consultations
Best for: Business owners, investors, and high-income clients
Everything in the Intermediate package
Multiple income streams
Rental properties (Schedule E)
Multiple businesses or complex Schedule C
Stock sales & crypto transactions
Multi-state tax returns
Year-round tax planning strategies
IRS notices review & response support
Priority service & extended consultations