Basic Complete Tax Return
Our Basic Complete tier offers straightforward, reliable tax preparation paired with valuable year-round planning. Designed for taxpayers with simple tax situations who do not have business or rental income, this package gives you the foundational support you need to file confidently and save more.
What’s Included:
- Standard Income Coverage: Complete preparation for common income streams, including W-2, interest, dividends, retirement income, and more.
- Flexible Dependent Filing: Full integration of your qualifying dependents to maximize your tax advantages, whether you have them or not.
- No Business Complexity (No Schedule C, E, or F): Streamlined processing specifically optimized for taxpayers without self-employment, business, or rental income.
Prepare Today. Plan Ahead. Keep More of What Matters.
Service Prices
Taxes Only
Senior Package
Anyone that is 65 and Older with No Rental, Business, or Dependents
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Simple Package
Only has W2s with no Dependents or any other Income
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Basic Package
Anyone with just W2s and dependents
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Deluxe Package
Any Income and with or without Dependents
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Premium Package
This package includes any income or dependents that includes 1 Schedule C, E, or F
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Business Package
This is anyone using Form 1120, 1065 or is categorized as Partnership, LLC, Non-Profits, Estates
All Packages Include 1 Federal, 1 State, Local, Audit Protection, ID Theft Protection, and Tax Preparation Protection.
Additional States/Local Forms/Schedules
Adding another state or local forms or Schedules
Price $20 each
Use of Bank Products
When you use a Bank Product such as Refund Transfers and Refund Advances
Holiday/Sunday Appointments
If you schedule a time on Sundays or Holidays an additional Fee applies
Accounting/Bookkeeping Charges Per Hour
If Accounting/Bookkeeping work is needed, this will be billed as a per hour basis billed to the nearest hour unless a signed Accounting Agreement is in place.
Tax Planning with Tax Preparation Included
Senior Complete
Anyone that is 65 and Older with No Rental, Business, or Dependents that needs tax planning with quarterly meeting included
Price: $2500 Annual, $650/Quarterly, or $225/Month
Simple Complete
Anyone who only has W2s with no Dependents or any other Income that needs tax planning with quarterly meetings included
Price: $2500/Annual, $650/Quarterly, or $225/Month
Basic Complete
Anyone with just W2s and has Dependents that need tax planning with quarterly meeting included.
Price: $2600/Annual, $675/Quarterly, or $230 Monthly
Deluxe Complete
Any Income and with or without Dependents that also needs tax planning with quarterly meetings included.
Price: $2700/Annual, $700 Quarterly, or $240 Monthly
Premium Complete
Returns that uses 1 of these forms: Schedule C, E, or F and wants tax planning with quarterly meetings included.
Price: $2800/Annual, $725/Quarterly, $250 Monthly
Business Complete
This is anyone using Form 1120, 1065 or is categorized as Partnership, LLC, Non-Profits, Estates that needs tax planning with quarterly meetings included.
Price: $3900/Annual, $1000/Quarterly, or $350 Monthly
Wanting Monthly Meetings
Additional States, Schedules, or Forms
Price: $20 each
Accounting/Bookkeeping Charges Per Hour
If Accounting/Bookkeeping work is needed, this will be billed on a per hour basis billed to the nearest hour unless a signed Accounting Agreement is in place.
Contact Us
Office location
1446 Looker Mountain Trail, Rixford, Pennsylvania, 16745Give us a call
(814) 465-6236Send us an email
[email protected]Send a Message
Have questions or want to learn more about our services? We’d love to hear from you! Contact us today for friendly, expert support and to see how we can help with your accounting and tax needs.