Standard
For individuals with multiple income sources.
▶ What's included Includes W-2, 1099, 1098, state forms, and ID document sections.
Joint
For married couples filing jointly.
▶ What's included Covers both spouses: W-2s, 1099s, mortgage interest, dependents, and joint deductions.
Professional
For complex returns with business, investments, and tax planning.
Subject to Evaluation Custom pricing
✨ Custom Checklist
Your Ventura team will create a personalized plan tailored to your specific tax situation and needs.
Custom checklist created by your Ventura team based on your specific needs.