Essentials
For single filers and simple tax return filings
$425
per return, per year
✓
Basic tax preparation (Federal + 1 State)
✓
Standard deductions & credits
✓
Secure E-File transmission
Top Cost-effective Option
Growth
Designed for families and those with moderate complexity
$800
per return, per year
Includes everything in Essential, plus:
✓
Tax planning for families
✓
Itemized deductions
✓
Education & child tax credits
✓
Quarterly financial check-ups
✓
Enhanced support for IRS/State notices
Legacy
Best for high-worth individuals
$1,250
per return, per year
Includes everything in Growth, plus:
✓
Advanced tax planning
✓
Retirement & investment tax strategies
✓
Charitable giving contribution guidance
✓
Estate planning consultation
✓
Year round advisory