{"product_id":"starter-tier-single-w-2-filings","title":"Single Tier","description":"\u003cp\u003ePerfect for straightforward single filers—no dependents, business, or complex investments.\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\u003eto review your return, answer questions, and share beginner tips on potential savings.\u003cbr\u003e•  Federal Form 1040 preparation and electronic filing.\u003cbr\u003e•  W-2 income.\u003cbr\u003e•  Interest, dividends, or original issue discount (1099-INT\/1099-DIV\/1099-OID) that doesn’t require Schedule B.\u003cbr\u003e•  IRS standard deduction.\u003cbr\u003e•  Student loan interest deduction.\u003cbr\u003e•  Earned Income Tax Credit (EITC).\u003cbr\u003e•  Schedule 1 (Additional Income)\u003cbr\u003e•  Taxable qualified retirement plan distributions.\u003cbr\u003e•  HSA or Marketplace health insurance forms.\u003cbr\u003e•  Secure client portal (\u003cstrong\u003evia Canopy\u003c\/strong\u003e) for document uploads and electronic signatures on consents.\u003cbr\u003e•  Post-filing email support for basic questions.\u003cbr\u003e\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eIdeal For\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003eSingle filers with simple employment income. If your situation is more complex, we’ll recommend upgrading to our \u003cstrong\u003eFamily, Pro, or Premium Tier\u003c\/strong\u003e during your appointment.\u003cbr\u003e\u003c\/p\u003e\n\u003ch4\u003e\u003cstrong\u003eExclusions\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003e•  No state returns.\u003cbr\u003e•  No business income (Schedule C), investments (Schedule D), or rentals (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; includes review for state-specific optimizations).\u003cbr\u003e•  Schedule A (Itemized Deductions): \u003cstrong\u003e$60\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch4\u003e\n\u003cem\u003eAdd-ons can be deducted from your federal refund (if applicable) or paid through client portal.\u003c\/em\u003e\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eHow It Works\u003c\/strong\u003e\n\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":51120372449578,"sku":null,"price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0908\/9882\/5514\/files\/SingleTier_c7c51ad4-5109-4a41-bbd1-c5a40f693ae0.png?v=1770513789","url":"https:\/\/rovatax.com\/products\/starter-tier-single-w-2-filings","provider":"RovaTax","version":"1.0","type":"link"}