Professional Service Package

For one primary business or investment activity

Best for:

Self-employed individuals or investors with a single source of business or rental income.

What’s Included

✔ Everything in Comprehensive, plus:
✔ ONE primary income activity, such as:

• Self-Employment Income (Schedule C – single business)

• Rental Property (Schedule E – single unit)

• Capital Gains Income (Schedule D)

✔ Supporting income & adjustments (as applicable):

• Trust, Estate, or Partnership Income (Single K-1)

• HSA Distributions (1099-SA)

• Health Insurance Marketplace (1095-A)

✔ Optional Installment Agreement (Form 9465)

Includes one business or investment activity. Multiple activities require the Superior Package.