Sample service · CMS template
Personal tax
Individual returns for owners and their households.
Code
PT
· fees are samples. Your quote is fixed before we start.
01 · Included
What’s included.
Federal and state individual return
Business income from your K-1
Estimated payments for next year
E-file and copies for your records
One review call
02 · Your part
What we need from you.
ID for each filer
W-2 and 1099 forms
Mortgage and student-loan forms
Childcare and education receipts
Charitable receipts
Prior-year return
03 · Rhythm
How it runs.
Jan–Mar
Collect
A checklist and one upload link.
Draft
Review
We walk you through the draft in a short call.
E-file
File
We file and confirm it was accepted.
04 · Questions