Tax Preparation & Planning

Federal information returns we handle end-to-end

Our in-house engine parses and computes federal returns built on the following information-return types. If your tax situation involves any of these, our team can take it.

• W-2
  Wage and Tax Statement (employer wages)
• 1099-INT
  Interest income from banks and brokerages
• 1099-DIV
  Dividends and capital-gain distributions
• 1099-B
  Broker proceeds (stocks, ETFs, options, bonds)
• 1099-NEC
  Nonemployee compensation (freelance / contract)
• 1099-R
  Retirement distributions (IRA, 401(k), pension)
• 1099-G
  Unemployment and state-refund payments
• SSA-1099
  Social Security benefit statement
• 1099-MISC
  Rents, royalties, prizes, other miscellaneous
• 1099-OID
  Original Issue Discount on bonds
• 1099-K
  Payment card and third-party network (PayPal, Venmo, etc.)
• 1099-SA / 5498-SA
  HSA distributions and contributions
• 1099-LTC
  Long-term care insurance benefits
• 1099-Q
  Education savings (529 / Coverdell) distributions
• 1099-DA
  Digital-asset proceeds (new for TY 2025)
• W-2G
  Gambling winnings
• 1099-LS
  Reportable life-insurance policy sale
• 1099-PATR
  Cooperative patronage distributions
• 1098
  Mortgage interest (Schedule A)
• 1098-E
  Student loan interest (above-the-line deduction)
• 1098-T
  Tuition statement (AOTC / LLC credits)
• Schedule K-1
  Partnership, S-corp, or trust passthrough income
• 1095-A
  Marketplace health insurance (Form 8962 PTC reconciliation)

Federal compute capabilities

Beyond data entry, our return engine performs the following federal computations directly, with every line tagged to its authority (IRC section, IRS Publication, or Revenue Procedure):

• ›Pub 915 Social Security taxability worksheet (tier 1 and tier 2 base amounts by filing status)
• ›Qualified Dividends and Capital Gains worksheet (preferential rates)
• ›Alternative Minimum Tax (Form 6251) with CA-aware adjustments
• ›Net Investment Income Tax (Form 8960)
• ›IRC §469 passive activity loss limitation with $25K active-participation allowance and $100K-$150K MAGI phase-out
• ›Form 8962 Premium Tax Credit reconciliation with FPL lookup and ARPA cap
• ›Form 8889 HSA contribution caps by coverage type
• ›Form 8915-F Qualified Disaster Distribution 3-year spread
• ›Form 8606 nondeductible IRA basis pro-rata
• ›Form 2555 Foreign Earned Income Exclusion
• ›Schedule SE 92.35% multiplier, combined Schedule C net + K-1 box 14a
• ›Schedule A itemized deductions with SALT cap
• ›AOTC vs LLC auto-selection from Form 1098-T
• ›1098-E student loan interest with $2,500 cap and MAGI phase-out
• ›Form 4562 depreciation (S179, S168(k) bonus, MACRS, S280F luxury auto, S197 intangibles)
• ›Form 4797 sale of business property (§1231 netting with 5-year look-back, §1245 / §1250 recapture)
• ›ESPP §423 qualifying / disqualifying disposition with Form 8949 Code B basis adjustment
• ›Saver's Credit (Form 8880) 4-tier cliff table
• ›Adoption Credit (Form 8839) with $17,280 cap and MAGI phase-out
• ›Residential Energy Credits (Form 5695 §25C and §25D)
• ›Self-Employed Health Insurance Deduction (Form 7206) with Pub 974 iterative method for Marketplace coverage
• ›Form 5329 additional taxes (early distribution 10% / 25%, excess IRA 6%, missed RMD 25%/10%)

States where we can compute returns

We file federal returns for any taxpayer. State returns are available in the jurisdictions below.