Essentials

$780.00

Our Essentials Tax Membership is designed to provide comprehensive support for individuals seeking thorough, year-round tax planning and preparation services. This membership includes everything in the Basic Membership, plus additional features to help you optimize your taxes and stay informed on the latest changes in tax law.

Our Essentials Tax Membership is designed to provide comprehensive support for individuals seeking thorough, year-round tax planning and preparation services. This membership includes everything in the Basic Membership, plus additional features to help you optimize your taxes and stay informed on the latest changes in tax law.

1040 Tax Return Filing - see Tax Return Forms Defined

IRS Compliant & Secure E-Signatures

Basic Yearly Estimated Tax Calculation

Tax Professional Prepared

RC Guarantee Policy - see Disclaimer

Tax Deductions & Credit Optimization

W4 Job Withholding Adjustments

IRS/State Installment Request

Newsletters of Tax Updates

Why Choose the Essentials Membership?

  • Comprehensive & Personalized Support: Full tax preparation, year-round updates, and strategic advice.

  • Maximized Deductions & Credits: We help you optimize your return with every deduction and credit available.

  • Proactive Tax Planning: Assistance with W-4 adjustments, installment plans, and estimated taxes means you're always ahead of the game.

  • Peace of Mind: With the RC Guarantee, expert preparation, and ongoing support, you can rest easy knowing your tax needs are covered.

This membership is ideal for clients who want a more hands-on approach to managing their taxes throughout the year and seeking to minimize tax liabilities while staying fully compliant with IRS regulations.