Basic Tax Complete

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.

All Packages Include:

• 1 Federal Return
• 1 State Return
• Local Return
• Audit Protection
• ID Theft Protection
• Tax Preparation Protection

Additional Charges That Might Apply:

• Additional States, Schedules, or Forms: $20.00
• Accounting/Bookkeeping Charges: $46.00 Per Hour
• Holiday/Sunday Appointments: $10.00
• Use of Bank Products: $20.00
• Upgrade to Monthly Meetings: $920/yr