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
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
If you meet these requirements, sign up for an appointment here