Please check below to make sure you do not fall under any of the listed categories!
We CANNOT serve clients who have any of the following statuses/returns:
- Adjusted Gross Income above $56,000
- New for 2021: Returns with Bitcoin or other cryptocurrency transactions as noted on 1099-DIV
- New for 2021: Returns that have more than 25 entries on 1099-DIV
- New for 2021: Returns with K-1s
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New for 2021: Returns with Self-Employment Income and more than $5,000 in business expenses
Exception: Uber/Lyft Income with car-related expenses only (Gas, Maintenance, Repairs) - Rental or Royalty Income
- Married Filing Separate or Military Returns
