Senior Tax Complete

Our Senior Complete service is a personalized tax solution specifically designed for individuals aged 65 or older. This package provides specialized support for those with straightforward tax profiles, ensuring accuracy, maximizing deductions, and offering year-round strategic planning.

Eligibility Criteria

To ensure a streamlined and efficient process, this plan is tailored for seniors who meet the following criteria:

• Age Requirement: Designed for anyone 65 or older.
• No Dependents: This service is for individuals without qualifying dependents.
• No Business Income: This plan does not include Schedule C, E, or F filings.

Core Services Included:

• Complete Preparation & Filing: We prepare and file your individual tax return accurately and on time.
• Senior-Focused Care: Receive personalized service from professionals who understand the unique needs of individuals 65 and older.
• Maximum Deductions: We perform a thorough review to find every deduction you qualify for to ensure you keep more of what you earn.

Tax Planning & Quarterly Meetings

Beyond the annual filing, we provide year-round tax planning to help you stay organized, reduce your tax liability, and make confident financial decisions. This includes:

• Quarterly Reviews: Regular check-ins to monitor your tax situation throughout the year.
• Tax Strategy & Projections: Proactive planning to anticipate future tax needs and optimize your strategy.
• Life Changes Planning: Expert guidance to navigate how major life transitions may impact your taxes.
• Year-End Preparation: Strategic support to ensure you are fully prepared before the tax season begins.

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