Deluxe Tax Complete

Our Deluxe Complete service is built for clients with more complex financial situations who need more than standard tax filing. From self-employment and rental income to investments and dependents, this package covers it all — with year-round planning to keep you ahead and make sure you're never paying more than you owe.

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

Eligibility:

• Multiple or diverse income types, including W-2, self-employment, investments, rental income, interest, dividends, and retirement income
• Dependents may or may not be claimed

What's Included:

• Complete preparation and filing of your individual tax return
• Full integration of all qualifying dependents to maximize credits and deductions
• Deep-dive deduction and credit review tailored to your specific financial profile
• Quarterly strategy sessions to adjust your plan, track projections, and stay ahead throughout the year
• Proactive year-round guidance so there are no surprises when tax season arrives

All Packages Include:

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

Pricing:

Annually$2,800.00

Quarterly$725.00

Monthly$270.00

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