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For W‑2 earners with investing activity (brokerage statements/stock sales) and crypto transactions.
Includes:
• Everything in Simple W‑2, plus:
• Stock sales / brokerage reporting (1099‑B, capital gains)
• Crypto reporting if you had transactions (buy/sell/trade)
• Additional forms as needed
Not included (common add-ons):
• Schedule C (1099/self‑employed)
• Rentals (Schedule E)
• K‑1s
• State return(s) (if applicable)
Good fit if: you sold stocks/ETFs/crypto and want it handled correctly.
If your situation requires additional forms or state filings, I’ll confirm scope and any added fees before filing
For W‑2 earners with investing activity (brokerage statements/stock sales) and crypto transactions.
Includes:
• Everything in Simple W‑2, plus:
• Stock sales / brokerage reporting (1099‑B, capital gains)
• Crypto reporting if you had transactions (buy/sell/trade)
• Additional forms as needed
Not included (common add-ons):
• Schedule C (1099/self‑employed)
• Rentals (Schedule E)
• K‑1s
• State return(s) (if applicable)
Good fit if: you sold stocks/ETFs/crypto and want it handled correctly.
If your situation requires additional forms or state filings, I’ll confirm scope and any added fees before filing
