
One job (one W-2)
Standard deduction
Single or married filing status with no dependents
Basic credits (e.g., Earned Income Tax Credit, Child Tax Credit if applicable)
Federal and state return preparation
Electronic filing
Itemized deductions (Schedule A)
Dependents (child tax credit, child and dependent care credit, etc.)
Interest and dividend income
Education credits
Sale of stocks or other capital assets (Schedule D)
Self Employed Income
Business income and expenses
Rental income and expenses
Investors
Sale of stocks, bonds
Depreciation and amortization
Quarterly Estimated Taxes Payments Review
Annual Tax Planning