What’s Included:

• Federal and State Tax Return Preparation: Filing one federal and one state return based on W-2 income.
• Direct Deposit Setup: Assistance with setting up refunds via direct deposit.
• Standard Deduction Filing: Utilizing the standard deduction appropriate for their situation.
• Education Credits (if applicable): Help claiming education-related credits like the American Opportunity Credit or Lifetime Learning Credit.
• E-Filing Service: Filing the returns electronically for faster processing.
• Basic Tax Advice: Guidance on how to avoid common mistakes, maximize refunds, or understand their tax documents.

What’s Not Included:

• Itemized deductions (e.g., mortgage interest, charitable donations).
• Investment income or capital gains reporting.
• Business income (Schedule C).
• Complicated tax situations like multiple state filings or foreign income.