Tax Preparation Is Only the Beginning
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Our most complete level of tax service and access
Your tax return tells the story of what already happened. Tax IQ Complete is designed to also look ahead. We combine tax preparation with targeted analysis of financial decisions that can affect your taxes throughout the year.
Our Most Comprehensive Individual Tax Service
Tax IQ Complete
Go beyond tax preparation with proactive tax planning.
Tax IQ Complete combines professional individual tax preparation with defined tax analyses designed to help identify planning opportunities before important financial and tax decisions are made.
$1,200 / Year
Paid annually. Final pricing may vary based on filing complexity.
Everything in Tax IQ Connect — Plus More
Tax Preparation & Core Analysis
- Individual Federal Form 1040 Preparation
- One State Individual Tax Return
- Prior-Year Tax Return Review
- Year-Over-Year Tax Comparison
- Tax Savings Opportunity Review
- Personalized Tax Return Explanation
- Withholding & Estimated Payment Review
Proactive Tax Intelligence
- Annual Tax Projection
- Roth Conversion Analysis
- Capital Gains Tax Analysis
- RMD & Retirement Distribution Analysis
- Medicare IRMAA Analysis
- Charitable Giving Tax Analysis
- Year-End Tax Opportunity Review
- Personalized Year-End Tax Action Plan
- Defined Professional Review of Recommendations
Designed Around the Decisions That Matter
Should I Convert Part of My IRA to Roth?
Evaluate the potential tax impact before making the conversion.
Should I Realize Capital Gains This Year?
Evaluate how investment gains may interact with your overall tax situation.
How Could Retirement Distributions Affect My Taxes?
Review RMDs and other retirement income alongside your broader tax picture.
Could My Income Affect Medicare Premiums?
Review potential IRMAA exposure before year-end planning decisions are finalized.
Are There Tax-Smart Ways to Give to Charity?
Evaluate relevant charitable giving strategies based on the client's circumstances.
How Tax IQ Complete Works
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Enroll
Securely Provide Your Information
Pay the annual Tax IQ Complete fee.
Prepare & Analyze Your Tax Return
Review Relevant Planning Opportunities
Receive Your Year-End Tax IQ Action Plan
Upload your tax documents to our encrypted portal.
Professional individual tax preparation with defined analyses.
Identify planning opportunities before financial decisions are made.
A personalized roadmap for your proactive tax strategy.
More complex or specialized tax matters may require separate, quoted pricing. We will identify any additional cost before additional work begins.
Professional Oversight Without Open-Ended Billing
Tax IQ Complete includes defined analyses and professional review based on the services described above. The plan is intentionally structured around specific deliverables rather than unlimited access or open-ended consulting.