{"product_id":"premium-tier","title":"Premium Tier","description":"\u003cp\u003ePerfect for investors with complexities while maximizing deductions.\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eWhat’s Included\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003e•  \u003cstrong\u003e30-minute virtual appointment\u003c\/strong\u003e to gather\/review uploaded documents, discuss your return, answer questions, and explore family-specific strategies.\u003cbr\u003e•  Federal Form 1040 preparation and electronic filing.\u003cbr\u003e•  Everything in the Pro Tier.\u003cbr\u003e•  Schedule D (Capital Gain\/Losses).\u003cbr\u003e•  Schedule E (Rentals).\u003cbr\u003e•  Secure client portal \u003cstrong\u003e(via Canopy)\u003c\/strong\u003e for document uploads and electronic signatures on consents.\u003cbr\u003e•  Post-filing email support for basic questions.\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eIdeal For\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003eSchedule D and Schedule E will be discussed at appointment to determine complexity and if any additional fees are needed for multiple forms.\u003c\/p\u003e\n\u003ch4\u003e\n\u003cstrong\u003eExclusions\u003c\/strong\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/h4\u003e\n\u003cp\u003e•  Multi-state return and multiple Schedule D and Schedule E\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eAdd Ons\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003e•  State Return: Starting at \u003cstrong\u003e$120 \u003c\/strong\u003e(per state; \u003cmeta charset=\"utf-8\"\u003ebusiness-optimized).\u003c\/p\u003e\n\u003ch4\u003e\u003cem\u003eAdd-ons can be deducted from your federal refund (if applicable) or paid through client portal.\u003c\/em\u003e\u003c\/h4\u003e\n\u003ch4\u003e\u003cstrong\u003eHow It Works\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eBook Your Free Slot\u003c\/strong\u003e Reserve your 30-minute virtual appointment at\u003cstrong\u003e no upfront cost\u003c\/strong\u003e. This free booking simply secures your time—no payment is required or processed during checkout.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003ePre-Appointment Prep\u003c\/strong\u003e Your booking automatically creates a secure \u003cstrong\u003eclient portal\u003c\/strong\u003e in Canopy. You’ll receive an email with login instructions. Log in, complete the detailed questionnaire, and upload relevant documents (W-2s, 1099s, prior returns, ID\/SSN if applicable). Please submit everything\u003cstrong\u003e 1–2 days\u003c\/strong\u003e before your appointment for the best possible review.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eYour 30-Minute Appointment\u003c\/strong\u003e We’ll go over your questionnaire responses and uploaded documents together. I’ll discuss your situation, point out any potential complications or added complexity (for example, self-employment expenses, business income, investments, or IRS-related matters), and provide a clear, personalized total quote for services.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eIf You Choose to Proceed\u003c\/strong\u003e If the \u003cstrong\u003equote\u003c\/strong\u003e is acceptable and you wish to move forward, I’ll send the required documents through the Canopy portal for your review:\u003c\/p\u003e\n\u003cul dir=\"auto\"\u003e\n\u003cli\u003eConsent to Disclose Information\u003c\/li\u003e\n\u003cli\u003eConsent to Use Information \u003c\/li\u003e\n\u003cli\u003eFull Contract of Services (detailing scope of work, timelines, fees, payment terms, cancellation policy, and all other terms)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"auto\"\u003eYou will have time to read everything carefully before signing.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eCommitment \u0026amp; Payment\u003c\/strong\u003e Once you electronically sign the contract in Canopy, you are \u003cstrong\u003elegally bound\u003c\/strong\u003e to the agreed terms, including full payment of the quoted fee. Payment must be received before we begin any Form 1040 preparation, detailed refund\/owing calculations, or IRS\/state filing. Accepted payment methods:\u003c\/p\u003e\n\u003cul dir=\"auto\"\u003e\n\u003cli\u003eSecure credit\/debit card or ACH via Canopy portal invoice\u003c\/li\u003e\n\u003cli\u003eZelle\u003c\/li\u003e\n\u003cli\u003eRefund deduction (if eligible; processed through approved channels—may include small bank fees; no guarantee on refund amount or timing)\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eWe Handle the Rest\u003c\/strong\u003e After\u003cstrong\u003e payment \u003c\/strong\u003eis confirmed, we prepare your return within 1–2 business days. You’ll review the draft via the portal and approve before we file to IRS.\u003c\/p\u003e\n\u003cp dir=\"auto\"\u003e\u003cstrong\u003eDelivery \u0026amp; Support\u003c\/strong\u003e You’ll receive secure access to your filed return copies in the portal, along with 30 days of post-filing email support for any questions.\u003cstrong\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eNo guarantees on refund amounts—results depend on your facts and current tax laws. All services are U.S.-based and virtual for nationwide convenience. \u003c\/strong\u003e\u003c\/h4\u003e","brand":"RovaTax","offers":[{"title":"Default Title","offer_id":51117125009706,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0908\/9882\/5514\/files\/PremiumTier_3250703a-7767-4aeb-8b32-b046b3a0826c.png?v=1770513742","url":"https:\/\/rovatax.com\/products\/premium-tier","provider":"RovaTax","version":"1.0","type":"link"}