Tier 2: Advanced Prep

Maximize Your Deductions.

Life gets more complex when you buy a home or start a family—and so do your taxes. This tier is designed to ensure you claim every major credit available to you. We dig deep into your mortgage interest, property taxes, and dependent credits to get you the best possible result.

✅ Perfect for you if:

• You own a Home (Mortgage Interest & Property Tax)
• You have Children or Dependents (Child Tax Credit / EIC)
• You pay for Childcare or Daycare
• You have Retirement Income (401k/IRA distributions)
• You have Student Loan Interest
• 1 Schedule C Income Only

❌ NOT for you if:

• You own a business or have Self-Employment income more than 1 sch C (Go to Premium).
• You have rental properties (Go to Premium).

Your Next Step:

1. Purchase this service.
2. Check your email immediately for the link to our Secure Client Portal.
3. Upload your W-2s, 1098 (Mortgage), and Dependent Info.

Let's get you filed!