Please check below to make sure you do not fall under any of the listed categories.
Nosotros NO serve clients who have any of the following:
- 1. Adjusted gross income above $60,000 for all filing statuses
- 2. New for 2021: Returns with Bitcoin or other cryptocurrency transactions as noted on 1099-DIV
-
3. New for 2021: Returns that have more than 25 entries on 1099-DI
-
4. New for 2021: Returns with K-1s
- 5. New for 2021: Returns with self-employment income and more than $5,000 in business expenses (exception: Uber/Lyft Income with car-related expenses like gas, maintenance, and repairs)
- 6. Rental or royalty income
- 7. Married filing separate or military returns
