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Empire

Managed service

Individual Taxes

Transparent, flat-rate pricing for every personal tax situation. Expert review is included.

Empire tax experts prepare and review each return based on the selected tax situation and the information provided by the customer.

A managed individual tax service

Empire helps customers organize the information required for their individual return and provides preparation and expert review based on the purchased tax package.

Individual Taxes is purchased separately from Empire software plans. It is not included in any Empire plan, and Empire platform and implementation services do not automatically include tax preparation, filing, legal advice, or financial advice.

  • Simple $99 one-time
  • Itemized $199 one-time
  • Freelance $299 one-time
  • Rental $399 one-time
  • Complete $499 one-time

Simple

Simple, W-2

$99One-time

Perfect for straightforward individual tax returns with employment income and the standard deduction.

  • Federal and one state return
  • W-2 income reporting
  • Standard deduction
  • Basic year-round support
Choose Simple

Itemized

Itemized and Family

$199One-time

For homeowners, families, and individuals who need to claim itemized deductions or household-related credits.

  • Everything in Simple
  • Itemized deductions, Schedule A
  • Child and dependent credits
  • Interest and dividends, Schedule B
  • HSA contributions
Choose Itemized

Freelance

Freelance and Crypto

$299One-time

For freelancers, independent contractors, and individuals reporting business or cryptocurrency activity.

  • Everything in Itemized
  • 1099-NEC and 1099-K income
  • Business expenses, Schedule C
  • Cryptocurrency trades
  • Home-office deduction
Choose Freelance

Rental

Rental and Investments

$399One-time

For property owners, investors, partners, and individuals with more involved investment income.

  • Everything in Freelance
  • Rental-property income, Schedule E
  • K-1 partnership income
  • Stock options, RSUs, and ESPPs
  • Capital gains and losses, Schedule D
Choose Rental
Most comprehensive

Complete

Complete Package

$499One-time

The most comprehensive option for multi-state, equity, foreign-account, and complex individual tax situations.

  • Everything in Rental
  • Multi-state filings for all states
  • Complex K-1 and equity reporting
  • Foreign bank account reporting, including FBAR where applicable
  • Comprehensive tax planning
  • Dedicated tax strategy advisor
Choose Complete

How it works

  1. Step 1

    Select the tax situation that best matches the return.

  2. Step 2

    Complete a secure intake process.

  3. Step 3

    Provide the relevant records and tax documents.

  4. Step 4

    An Empire tax expert prepares and reviews the return.

  5. Step 5

    The customer reviews the completed information and any required next steps.

Scope is limited to the inclusions stated for the purchased package. Additional work outside that scope is quoted separately before it begins.

Compare tax packages

State return coverage is one state for Simple through Rental. Complete includes multi-state filings.

CoverageSimple$99Complete$499
Federal returnIncludedIncluded
State returnIncludedIncluded
W-2 incomeIncludedIncluded
Itemized deductionsNot includedIncluded
Child and dependent creditsNot includedIncluded
Interest and dividendsNot includedIncluded
HSA contributionsNot includedIncluded
1099 incomeNot includedIncluded
Business expensesNot includedIncluded
Cryptocurrency activityNot includedIncluded
Home-office deductionNot includedIncluded
Rental incomeNot includedIncluded
K-1 incomeNot includedIncluded
Stock and equity activityNot includedIncluded
Capital gains and lossesNot includedIncluded
Multi-state filingNot includedIncluded
Foreign bank account reportingNot includedWhere applicable
Tax planningNot includedIncluded
Dedicated tax strategy advisorNot includedIncluded

Information customers may need

The records required depend on the selected tax situation. Common examples include:

  • W-2 forms
  • 1099 forms
  • Household and dependent information
  • Mortgage and deductible-expense information
  • Business-income and expense records
  • Cryptocurrency transaction records
  • Rental-property records
  • Investment statements
  • K-1 forms
  • State residency information
  • Foreign-account information where applicable