Services

• W-2 (Wage and Tax Statement) Only 

EVERYTHING LISTED ABOVE + 

• Adjustments

• Tips not reported on W-2

• Other Income

• W-2 G 

• 1099-C

• 1099-DIV 

• 1099-G 

• 1099-INT

• 1099-R

• 1099-SA

• RRB-1099

• SSA-1099

EVERYTHING LISTED ABOVE +

• Itemized Deductions

• 1095-A

• 1098-T

• American Opportunity Tax Credit (AOTC)

• Child and Dependent Care Credit (CDCC)

• Clean Vehicle Tax Credit

• Energy Efficient Home Improvement Credit

• Lifetime Learning Credit (LLC)

• Premium Tax Credit (PTC)

• Residential Clean Energy Credit

EVERYTHING LISTED ABOVE +

• 1099-B

• 1099-S (Sale of Home)

• Schedule D

• Schedule K-1

EVERYTHING LISTED ABOVE +

• 1099-NEC

• 1099-MISC

• 1099-K 

• Schedule C

• Schedule E

• Schedule SE