Superior Service Package

$625.00

For layered, high-value, or advanced tax situations

Best for:

Clients with multiple income streams, advanced transactions, or complex reporting requirements.

What’s Included

✔ Everything in Professional, plus:
Multiple or advanced income activities, including:

  • Self-Employment Income and Rental Property

  • Multiple rental properties or entities

  • Foreign income, exclusions, or credits

  • Real estate transactions (1099-S)

  • Foreclosure or debt cancellation (1099-C)

✔ Advanced tax considerations:

  • Business Use of Home (Form 8829)

  • Alternative Minimum Tax (AMT)

  • Depreciation & Amortization (Form 4562)

✔ Optional Installment Agreement (Form 9465)

Required for multiple businesses, rental properties, or advanced tax planning needs.

For layered, high-value, or advanced tax situations

Best for:

Clients with multiple income streams, advanced transactions, or complex reporting requirements.

What’s Included

✔ Everything in Professional, plus:
Multiple or advanced income activities, including:

  • Self-Employment Income and Rental Property

  • Multiple rental properties or entities

  • Foreign income, exclusions, or credits

  • Real estate transactions (1099-S)

  • Foreclosure or debt cancellation (1099-C)

✔ Advanced tax considerations:

  • Business Use of Home (Form 8829)

  • Alternative Minimum Tax (AMT)

  • Depreciation & Amortization (Form 4562)

✔ Optional Installment Agreement (Form 9465)

Required for multiple businesses, rental properties, or advanced tax planning needs.