Best for: W-2, limited 1099-INT/DIV, standard deduction, basic credits (child tax credit, EIC if applicable).
Form 1040
CA Return (60)
W-2 Income
Form 1099 (Maximum 5)
Standard Deduction
Electronic Filling
Child Tax Credit
EIC Credit
Plus 1040 — $200
Best for: Itemizers or moderate investors
Includes ONE of the following:
Schedule A (Itemized Deductions)
Schedule B (Interest and Dividends)
Schedule D (Capital Gains)
Retirement Income (1099-R)
Multiple W-2s or 1099s (More than 4 forms)
Premium 1040 — $250 to $300
Best for: business owners / rentals / heavier investing
Includes ONE of the following:
Schedule C (Forms 1099-NEC, 1099-K income)
Schedule SE/Schedule C
Schedule E (Rental Property)
Depreciation (basis assets)
Form 1065
Form 1120
Form 1120-S
Schedule D (Complex/High Volume Trades +$200
Rental Property (Schedule E-per property) +$90/rental
Depreciation & Asset Setup +$50
Cryptocurrency Reporting +$100
Prior-Year Return (per year) +$150
Amended Return (Form 1040-X) +$150
Bookkeeping/Catch-up +$50/hour