Annual Fee $750per yearSelect $1250per yearSelect$2500per yearSelect
Transactions Up to 50Up to 100Up to 4,000
Total asset value Up to $50kUp to $300kUp to $1M
Number of Tax forms Up to 4Up to 6Up to 8
State tax returns 112
Return preparation time Up to 3 hoursUp to 3 hoursUp to 7 hours