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2020 Individual Tax Return Preparation
A ‘Retirement Cash Flow Review and Analysis is available with all 2020 tax
preparation services at no additional cost
Form 1040
- Taxpayer: Single or Married filing Jointly, no dependents
– Sources of income: W2, SSA-1099, 1099-INT, 1099-G - Standard deduction
- Does not include the following schedules: A (Itemized Deductions), C, D, E, F
Form 1040
- Taxpayer: Single or Married filing Jointly, plus dependents
- Sources of income: W2, SSA-1099,1099-INT, 1099-G, 1099-R, 1099-Div, Consolidated 1099, 1099-Misc
- Standard or itemized deductions
- Does not include Schedules C, D, E
Form 1040
- Taxpayer: Single or Married filing Jointly, plus dependents
- Sources of income: W2, SSA-1099, 1099-INT, 1099-G, 1099-R, 1099-Div, Consolidated 1099, 1099-Misc, 1095-C, Partnership/S Corporation K-1
- Schedule D
- Standard or itemized deductions
Additional Tax Services for Individuals
- Tax planning & Tax consultation services for 2021 purchasd at the time of tax preparation (up to 2 hours)
- Protection Plan Services: Basic Plan – Respond to all Tax Agency Correspondence & Notices related to 2020 & 2019 tax returns. Excludes tax return audits-
- Protection Plan Services: Premium Plan – “Worry-Free” Audit Representation which includes the services covered under our Basic Plan ($3,500 to $10,000 Value)
- IRS Representation Services – Standard Rate
- Tax Planning & Consultation Services – Standard Rate
- Accounting & Bookkeeping for returns containing Schedule C or Schedule E 1
Audit Protection Plan
For a small fee that’s added to your tax preparation invoice, we’ll shield and protect you from ever having to deal with the tax authorities by yourself in the event you get a notice from the IRS or state tax authorities. And if you ever have to meet with an agent in person, we’ll attend the meeting on your behalf.
You don’t even have to go! You have the option to “opt out” of the plan if you choose; otherwise, you can agree to the protection by paying the fee. But if you choose to “opt out” of the Audit Protection Plan, you will be charged our usual hourly rates to handle any notices you receive from the IRS.
Membership Benefits
SILVER MEMBERSHIP $99.95/YR: Correspondence Response ($225 Value), Individual IRS & State “Worry-Free” Audit Representation ($3,500 to $10,000 Value), Tax Identity Fraud Remediation
BASIC MEMBERSHIP $79.95/YR: Correspondence Response ($225 Value)
Polaris Accounting & Tax LLC
The compass on your journey to profitable business.
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