📦 What is it?

  • Summarize your tax information based on your filed tax return for the latest tax year

  • Analyze your tax situation

  • A tutorial video and a manual will be provided with the tax report. The video will go over the report sections and explain certain tax rules in details, such as how the estimated tax works and the difference between standard deduction and itemized deductions.

🛒Who will need it?

  • You would like to learn how to read your tax return correctly and what the key numbers are

  • You would like know what planning opportunities are available to you based on your previous tax return and see if your income level exceeds the thresholds of those available planning opportunities. This will be a great reference report to help you do your future tax planning.

💰What does it cost?

$120 per report