What’s included
- Essential individual scope plus routine itemized deductions
- Up to 2 consolidated brokerage statements with complete basis; 100 disposals
Who this is for
Scope and delivery confirmed before payment.
Common additions & exclusions
- Historical repair and additional scope
- Software, government and approved third-party expenses
What we’ll need
- Prior records
- Complete current-period records
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
Work begins after intake and receipt of the required documents. Your coordinator confirms the delivery schedule.
Supported jurisdictions: United States, Outside of United States