Tax IQ Connect
Tax preparation with tax intelligence built in.
$800 / Year
Tax IQ Connect is designed for individuals and families who want their tax return prepared professionally while also gaining a better understanding of their tax situation and potential planning opportunities.
Paid annually. Final pricing may vary based on filing complexity.
More Than Preparing a Tax Return
Traditional tax preparation often focuses primarily on reporting what already happened. Tax IQ Connect adds analysis and insight so you can better understand your return and identify areas that may deserve attention going forward.
How Tax IQ Connect Works
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Enroll
Securely Upload Documents
Tax Preparation & Analysis
Tax IQ Results
Select Tax IQ Connect and pay the annual fee.
Receive your completed return along with defined tax insights and recommendations.
Provide the information needed to prepare and analyze your return.
We prepare your return and review your tax situation for relevant planning opportunities.
Who Is Tax IQ Connect For?
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Want professional preparation of their Form 1040
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Have investments, retirement accounts, or itemized deductions
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Want to better understand their tax return
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Want potential tax opportunities identified
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Prefer defined professional tax services rather than open-ended consulting
Designed primarily for individual taxpayers filing Form 1040. Business returns, unusually complex filings, multiple-state returns, amended returns, tax representation, and specialized tax matters may require separate pricing.