Existing Clients - Tax Intake Appointments
40 minutes
RETURNING CLIENTS ONLY
For taxpayers with dependents
Maximize itemized or standard deduction
Homeowners
Child Tax Credit/Other Dependent Credits
Child & Dependent Care Credit
1099-DIV & 1099-INT over $1,000 total
No rental property, stock transactions or Schedule C
45 minutes
RETURNING CLIENTS ONLY
For taxpayers with business, farm, or investment income
Standard Deduction or Itemized
Sole proprietors and single-member LLCs
Farmers
Landlords
Investors with stock transactions
50 minutes
