Simple Tax Complete

Our Simple Complete tier is designed specifically for individuals with straightforward tax situations who want the perfect balance of easy filing and proactive, year-round guidance. If your primary income comes from standard wages and you do not claim dependents, this package delivers stress-free preparation paired with strategic financial planning.

What’s Included:

• W-2 Only Focus: Optimized preparation specializing exclusively in wages, salaries, and other standard W-2 income.
• Streamlined Filing (No Dependents): Designed for clean, uncomplicated tax profiles that do not include dependent claims.
• Proactive Quarterly Meetings: Ongoing tax planning and strategy sessions scheduled every quarter to keep you ahead.

You Can Count On Us For:

• Accurate preparation & on-time filing
• Maximum deductions & quarterly tax strategies
• Complete peace of mind

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