Our Services

Situations covered (assuming no added tax complexity):

W-2 income

Limited interest and dividend income reported on a 1099-INT or 1099-DIV

IRS standard deduction

Earned Income Tax Credit (EIC)

Child tax credits

Student loan interest deduction

Situations not covered:

Itemized deductions

Unemployment income reported on a 1099-G

Business or 1099-NEC income

Stock sales

Rental property income

Credits, deductions, and income reported on other forms or schedules (for example, income related to crypto investments)