- Individuals with more complicated tax situations
- Taxpayers with a small business (Sch C), rental properties (Sch E) or receive a K-1's
- Taxpayers with rental properties (Sch E)
- Moved during the year requiring multiple States
- Taxpayers with significant brokerage and retirement accounts.
- High-Net worth taxpayers with income levels at or above $200,000+
- Taxpayers who need advanced tax planning for greater tax savings.