Individual tax return
Federal and state returns prepared and reviewed by a CPA, with a plain-English summary.
Who it's for
Individuals and families with more than a single W-2 — rental property, equity compensation, a side business, or a life change like a sale or inheritance.
What's included
- 01Federal and state returns, prepared and reviewed by a CPA before filing
- 02A plain-English summary of what changed from last year and why
- 03E-filing and a copy delivered through your secure portal
Timeline
Two to three weeks outside of peak season; faster turnaround is available for an added fee inside the last month before the deadline.