Senior Tax Complete

Our Senior Complete service is built for individuals 65 and older who want more than just tax filing — it's a full-year tax partnership that keeps you organized, informed, and confident in your financial decisions.

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

Eligibility:

• Age 65 or older
• No dependents
• No business income (Schedule C, E, or F not included)

What's Included:

• Complete preparation and filing of your individual tax return
• Senior-focused service from professionals who understand the unique needs of clients 65 and older
• Thorough deduction review to make sure you keep more of what you've earned
• Quarterly check-ins to monitor your tax situation throughout the year
• Tax strategy and projections to stay ahead of future needs
• Guidance through major life changes that may affect your taxes
• Year-end preparation so you're ready 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 $2,600.00

Quarterly $675.00

Monthly $245.00

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