Simple Tax Complete

Our Simple Complete service is built for individuals with straightforward tax situations who want accurate filing and year-round support — not just help at tax time. If your income comes from standard W-2 wages and you don't claim dependents, this package keeps things simple while making sure you're always a step ahead.

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

Eligibility:

• W-2 income only (wages, salaries, and standard W-2 income)
• No dependents

What's Included:

• Complete preparation and filing of your individual tax return
• Thorough deduction review to make sure you're not leaving money on the table
• Quarterly check-ins to keep your tax strategy on track throughout the year
• Proactive planning 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$2,600.00

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