$99 Tax Preparation
Through our stream-lined tax preparation process and operational efficiencies, our retirement planning clients enjoy a flat, low-rate tax preparation fee of only $99* a year.
What's more, as a way to get to know us and what we can do for you, we offer this same discounted $99* rate for non-retirement planning clients for the first three years of tax preparation. After that, if we haven't earned your business as a retirement planning client we'll continue to prepare your taxes for our regular price of only $199*.
*Must be 55 or older to qualify. Applies only to individual tax returns (IRS Form 1040 and applicable Schedules). Certain exclusions and restrictions may apply such as additional charges for overly complex returns. Contact us for additional details.