Essential

$100

Package Includes:

  • Single Filing

  • Up to (3) W-'2s

  • No dependents

  • (1) State Return

  • Additional Fees Apply to All Bank Products

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Deluxe (Most Popular Service)

Single -   $325

Married - $400

Package Includes:

  • Multiple W-2s/1099

  • Multiple Brokerage Statements

  • Itemized Deductions

  • Child Tax Credit Forms Included

  • Education Forms Included

  • Self Employed

  • (1) State Return

  • Additional Fees Apply to All Bank Products

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Basic 

Single -   $250

Married - $300

Package Includes:

  • Up to (4)W-2s

  • Standard Deduction

  • Child Tax Credit Forms Included

  • (1) State Return

  • Additional Fees Apply to All Bank Products

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Premium - Business

Starting at $500*

Package Includes:

  • Multiple W-2s/1099s

  • Multiple Brokerage Statements

  • Itemized Deductions

  • Self-Employed Return

  • Rental Property

  • Partnership Income

  • Multi-State Return

  • Additional Fees Apply to All Bank Products

*If additional bookkeeping services are required, they will be billed at $50 per hour.

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