USA Federal Packages
Standard $295*
- Federal tax forms 1040 & 2555
- Federal schedules: Schedule A, B, C, up to one Schedule K-1, and up to five bank and brokerage transactions.
- New in 2019 – Federal Schedules 1, 2, 3, 4, and 5
Moderate $495*
All forms and schedules in the Standard package, plus:
- Federal tax forms: 1116
- Federal schedules: Schedule E (one rental property), up to three K-1s, and up to ten bank and brokerage transactions.
Multiplex $695*
All forms and schedules in the Moderate package, plus:
- Federal tax forms: 1116 and/or 2555 & 8938 (FACTA – up to 3 accounts)
- Federal schedules: Schedule E (two rental properties), up to five K-1s, and up to fifteen bank brokerage transactions.
- FBAR (FinCEN Form 114 – to match FACTA reporting requirements.
*There may be additional fees for federal tax forms, schedules, and FBAR filing requirements in excess of those listed above.