Intermediate Service

• Multiple W-2s

• Head of Household filing status

• One or more state filings

• 1099-NEC / 1099-MISC (non-business or limited side income)

• Interest & dividends (1099-INT / 1099-DIV)

• Education-related forms:

  • 1099-T (Tuition Statement)

  • Student loan interest (1098-E)

• Retirement income (1099-R, SSA-1099)

• Unemployment income

• Dependents & common tax credits

• Itemized deductions (Schedule A)

• Limited stock sales (simple transactions)

Does not include:

• Schedule C businesses with expenses

• Rental property (Schedule E)

• Partnerships, S-Corps, or C-Corps

• Crypto with multiple transactions

• Advanced investment activity or multi-year issues

  *Returns involving business income, rentals, or advanced investments are billed separately.