Senior Tax Return Package
Our Senior Tax Return Package offers specialized, stress-free tax preparation tailored to the needs of older adults with straightforward tax situations. We focus on providing a clear, simple filing experience designed specifically around you.
Criteria to Qualify for This Package:
To ensure an efficient and streamlined process, this package is dedicated to taxpayers who meet the following requirements:
- Age Requirement: Open to anyone 65 or older.
- No Dependents: Designed for individuals filing without qualifying dependents.
- No Business or Rental Income: This plan does not include the preparation of Schedule C (Business), Schedule E (Rental), or Schedule F (Farm).
Core Service Advantages:
- Senior-Focused Care: Attentive service from professionals who understand your specific filing requirements.
- Straightforward & Efficient: A clean, simplified path to completing and filing your annual return without unnecessary complexity.
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.