Savings Offers

Savings Offer - 50% Savings Offer - Schedule A (Itemized Deductions)

$(74.50) credited to final invoice

When itemized deductions inputs into the return are lesser than the Standard Deduction.

Savings Offer - 50% Savings Offer - Schedule B (Interest & Ordinary Dividen

$(34.50) credited to final invoice

Interest and dividends included at the return are below the reporting threshold of $1,500.

Savings Offer - 50% Savings - Schedule C (Self-Employed Profit & Loss)

$(129.50) credited to final invoice

Primarily minor expenses with no income.

$100 Savings - Individuals with AGI below Free File Program threshold

$(100) credited to final invoice

$100 Savings Offer - Individuals with AGI < $79K (2023)
$100 Savings - Individuals with AGI < $73K (2022)

Loyal Client (Returning Customers Only)

$(25)

We greatly value our loyal clients and customers of the firm!

We are thankful for you! Thank you for your continued trust and support!

Referral Bonus*

$(100)

Thank you for your referrals to the firm!

To show our deep appreciation, we offer a $100 firm bonus credit for each referral. This helps spread the word of our firms' services, while also being able to give a big thank you to our current clients for their recommendations to us!

Savings Offer - 5% Savings Offer - Any Bundle

$ (5%) credited to final invoice

S-Corp Savings: Total receipts and total assets less than $250k

$(199) credited to final invoice

Savings Offers:10% Savings - Elderly/Disabled Invividuals

$ (10%) credited to final invoice

Federal Tax Form 1040 - Senior Citizens Packages - 5% Savings Offer

$ (5%) credited to final invoice

50% Savings - Individuals with taxable income below Standard Deduction

$ (50%) credited to final invoice

Savings Offers - Small Business Expo (SBE) Connection

$ (25) credited to final invoice

Please let us know if you may have any specific inquiries as relates to the above. We can be able to offer bundles or packages based on your specific needs for the forms and schedules so please call me today so we can best customize your tax preparation package today!