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Individual Packages

You have three options (i) Individual Basic, (ii) Individual Advanced, and 

(iii) Individual Premium to choose from, all of which will be provided with the highest degree of professionalism and attention. Should you require additional services, please refer to the optional add-on items. If you are unable to find your desired service within these categories, please send an email to toralgathanicpa@gmail.com with your specific request.

Individual Basic

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  • Federal and 1 State Tax Filing (1040)

  • Up to 3-W2, 1099

  • E-filing Return with direct deposit/refund

Individual Advanced
  • Federal and Multiple State Tax Filing (1040)

  • Upto 15-W2 & 1099

  • Itemized deductions support (Schedule A)

  • Self-employment income (Schedule C)

  • Up to 3 IRS Notices response support

  • Rental income (Schedule E)

  • Up to 3-K1’s

  • E-filing Return with direct deposit/refund

Individual Premiuim
  • Federal and Multiple State Tax Filing (1040)

  • Upto 25-W2 & 1099

  • Itemized deductions support (Schedule A)

  • Self-employment income (Schedule C)

  • Up to 6 IRS Notices response support

  • Rental income (Schedule E)

  • Multiple K1’s

  • Investment income review (Schedule D)

  • Annual Tax strategy session

  • E-filing Return with direct deposit/refund

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Optional Add-Ons (Priced Separately)
  • Amended Business return

  • Back tax filing (Prior years)

  • Estimated Tax Payment Set-Up​

  • Foreign Return Forms

  • Foreign Assets -Form 8938

  • Foreign Entities-Form 8960

  • Issue 1099

  • Tax planning session (Mid-year to year-end)

  • Consultation on retirement contribution guidance

Bundle Packages

Foundation First

Everything included in the Individual Advanced and Business launch

​Executive Suite

Everything included in Individual Advanced, Premium, Business Launch & Plus.

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