Essential Service Package

Simple to moderate personal tax filings

Best for:

W-2 earners, retirees, and families with straightforward income and credits.

What’s Included

✔ Social Security & Retirement Income
✔ Wages (up to 3 W-2s)
✔ Scholarship / Grant Income
✔ Unemployment Compensation (1099-G)
✔ Earned Income Credit
✔ Dependents (up to 5)
✔ Child Tax Credit
✔ Child & Dependent Care Expenses (Form 2441)
✔ Student Loan Interest
✔ Standard Deduction
✔ Optional Installment Agreement (Form 9465)

Does not include investment income, itemized deductions, or business activity.