ChatGPT Image Jan 14, 2026, 11_28_05 PM.png
ChatGPT Image Jan 14, 2026, 11_28_05 PM.png

Intermediate Tax Services

$200.00

Best for: Families, homeowners, and side-hustlers

What’s Included

  • Everything in the Basic package

  • Itemized deductions (mortgage interest, taxes, charitable donations)

  • 1099 income (independent contractors / gig workers)

  • Schedule C (single business, no employees)

  • Education credits (1098-T)

  • Retirement income (SSA-1099, 1099-R)

  • Basic tax planning recommendations

Best for: Families, homeowners, and side-hustlers

What’s Included

  • Everything in the Basic package

  • Itemized deductions (mortgage interest, taxes, charitable donations)

  • 1099 income (independent contractors / gig workers)

  • Schedule C (single business, no employees)

  • Education credits (1098-T)

  • Retirement income (SSA-1099, 1099-R)

  • Basic tax planning recommendations