Form 709 Gift Tax Return
Browser-local interview for simple cash and publicly traded securities gifts made in 2025, with a paper packet PDF, review checklist, and mailing instructions.
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Self-file packets for specialized IRS paperwork
The product starts with Form 709 and expands into forms where a guided packet, validation gates, and clear filing instructions are more useful than a blank PDF.
Form 2553 S Corporation Election
Entity election packet for owners who have already decided to make an S corporation election and need filing mechanics, consents, and deadline checks.
Review Form 2553 planForm 8832 Entity Classification
Classification election workflow focused on routing, effective-date checks, and paper mailing instructions without recommending a tax classification.
Review Form 8832 planForm 8802 Residency Certification
Packet builder for U.S. residency certification requests, country-year matrices, and customer-managed Pay.gov payment workflows.
Review Form 8802 planSS-4 and Form 56 Starter Packet
Estate and fiduciary startup paperwork with signer checklist, role warnings, and recordkeeping instructions for executors and trustees.
Review starter packet planUnsupported Complex Forms
Estate tax returns, foreign trust filings, payroll tax, and representation-heavy forms stay outside the self-file lane unless a professional review workflow exists.
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