Senior Tax 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.

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: $35.00/ea.
• Additional Schedules or Forms: $70.00/ea.
• Accounting/Bookkeeping Charges: $46.00 per Hour
• Use of Bank Products: $20.00
• Holiday/Sunday Appointments: $10.00