Year-Round Planning. On Your Schedule.
Advisory support without the meetings.
Just $31/month for year-round support
Get StartedIs Complete Right For You?
Find out if this tier matches your needs
This tier is perfect for you if...
- You have W-2 income plus a side business or rental property
- You want to know if your withholding is on track mid-year
- You prefer email over phone calls
- You like getting updates delivered to your portal
- You don't need face-to-face meetings
- You want planning support without the premium price
Consider a different tier if...
- You have a simple W-2-only situation → Essentials may be enough
- You want scheduled calls to talk through decisions → Advisory
- You have complex situations needing ongoing discussion → Advisory
- You want coordination with your financial advisor → Advisory
What Makes Complete Different
Year-round support that goes beyond tax season
Mid-Year Tax Checkup
Delivered in May
- Withholding analysis to see if you're on track
- Tax law changes that affect you
- Action items if adjustments are needed
- Space to ask questions via email
Year-End Projection & Prep
Delivered in November
- Projected tax outcome based on current year
- Last-chance action items before Dec 31
- Engagement letter for next season
- Personalized organizer checklist
Email Access & Faster Response
Year-round availability
- Email communication (not just portal)
- 48-hour response time (vs 72 hours)
- One tax estimate scenario included
- Audit support: letter assistance
Your Year With Complete
Here's what your year looks like as a Complete client
Tax Season
Tax prep & filing with 48-hour email response time
Mid-Year Checkup
Withholding review & tax update delivered to portal
Email Available
We're here via email if questions come up
Year-End Prep
Projection + engagement letter + organizer
Everything in Essentials, Plus More
Included from Essentials
- Federal return preparation
- Up to 3 state returns
- Accuracy review by EA
- E-file with direct deposit
- Secure portal access
Added with Complete
- Email communication
- 48-hour response time
- Mid-year tax checkup
- Year-end projection
- 1 tax estimate scenario
- Audit support (letter assistance)
How Complete Compares
| Essentials $225 | Complete $375 | Advisory $525 | |
|---|---|---|---|
| Communication | Portal only | Portal + Email | Portal + Email + Calls |
| Response Time | 72 hours | 48 hours | 24 hours |
| Mid-Year Checkup | — | ||
| Year-End Projection | — | ||
| Scheduled Calls | — | — | |
| Quarterly Check-ins | — | — |
Frequently Asked Questions
What's included in the mid-year tax checkup?
The mid-year checkup (delivered in May) includes a withholding analysis to see if you're on track for the year, a summary of any tax law changes that affect your situation, and actionable items if adjustments are needed before year-end. It's delivered to your portal, and you can ask follow-up questions via email.
Can I call you with questions?
Complete includes portal and email communication with 48-hour response time, but not scheduled calls. If you prefer to talk through decisions on the phone or want regular check-in calls, consider upgrading to Advisory ($525) which includes scheduled calls throughout the year.
What is a tax estimate scenario?
A tax estimate scenario is a "what if" calculation. For example: "What if I sell this stock?" or "What if I convert my traditional IRA to a Roth?" Complete includes one scenario per year to help you make informed decisions. Additional scenarios are available for $25 each.
What if I receive an IRS letter?
Complete includes audit support with letter assistance. We'll help you understand the notice, explain what it means, and draft an appropriate response. If you need full representation where we handle all IRS communication on your behalf, that level of support is included with Advisory.
Can I upgrade to Advisory?
Yes! You can upgrade from Complete to Advisory at any time by paying the $150 difference. This unlocks scheduled calls, quarterly check-ins, a 60-minute year-end planning session, priority scheduling, and full audit representation.
Ready for Year-Round Support?
Get proactive tax planning without premium prices. Mid-year checkup, year-end projection, and email access included.
Need scheduled calls and more? Check out Advisory ($525)