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 Dividends) $(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

$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 Individuals $ (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