For layered, high-value, or advanced tax situations
Best for:
Clients with multiple income streams, advanced transactions, or complex reporting requirements.
✔ 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.
✔ 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.