Basic Tax Complete

Our Basic Complete service is built for taxpayers with straightforward tax situations who want reliable filing and year-round planning in one package. No business income, no rental income — just solid, dependable support that helps you file with confidence and keep more of what you earn.

This plan requires a 12-month commitment. Payment plans are available upon request.

Eligibility:

• Standard income sources (W-2, interest, dividends, retirement income, and similar)
• Dependents may or may not be claimed
• No business, self-employment, or rental income (Schedule C, E, or F not included)

What's Included:

• Complete preparation and filing of your individual tax return
• Full integration of qualifying dependents to maximize your tax advantages
• Thorough deduction review to make sure you're keeping more of what matters
• Year-round planning to keep you organized and prepared before tax season begins

All Packages Include:

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

Pricing:

Annually$2,700.00

Quarterly$700.00

Monthly$260.00

Additional Charges That May 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