Comprehensive Service Package

For individuals with additional income sources or deductions

Best for:

Clients whose returns extend beyond basic wages and credits but do not involve business ownership.

What’s Included

✔ Everything in Essential, plus:
✔ Wages (up to 5 W-2s)
✔ Miscellaneous Income (1099-MISC, other income)
✔ Investment Income (interest & dividends)
✔ Education Credits
✔ Itemized Deductions (Schedule A)
✔ Optional Installment Agreement (Form 9465)

Does not include self-employment income, rental property, or business schedules.