Individual/Joint & Returning Tax Clients​
🔶 IMPORTANT — Review Checklist First
Please review the tax document checklist BEFORE starting your filing.
This helps us prepare your return accurately and avoid delays.
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Email us any questions or Start With a Free Consultation
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​​​​Please make sure your email address information is correct before submitting. Thank you for your service.
Or If you are familiar with our services or have read the review checklist you can begin application
by filing out our intake form & uploading your documents & one of our reps will email you.
Click To Begin Application
What is a simple return?
A return is considered simple when it includes:
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One W-2
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No Dependents
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No Mortgage
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No Property Deductions
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No 1099 Income
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No Business or gig income
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No investments
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No Additional Schedules
Why does the price increase when more forms are added?
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• 1099‑NEC or 1099‑K
• 1099‑R (retirement distributions)
• 1099‑INT / 1099‑DIV (investments)
• 1098‑T (education)
• Schedule C (business income)
• Schedule E (rental income)
• Multiple W‑2s
The more forms you have, the more the return costs-and it may disqualify you from the advertised low price
No surprises
No hidden fees.
Do seniors always qualify for the $69 Senior Individual price?
Most seniors do- but only if their return is simple. $69 Senior Price Applies when:
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Age 65
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Age 65+
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One W-2 or
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One SSA-1099
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No Dependents
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No additional income forms
We Still Honor $69 if the Senior Has:
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A pension
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A 1099-R (retirement distribution)
$69 Does Not Apply If the Senior Has:
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1099-K
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Business or gig income
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More than one W-2
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Rental Income
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Investment Income
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Any additional forms beyond W2, SSA, or 1099-R
Can I still file my taxes if my return isnt a simple return?
Yes you can but keep in mind the more forms you have, the more the return costs
What Qualifies for the $189 Family Tax Prep?
The $189 price applies when:
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Married Filing Jointly
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Both spouses have W2 income only
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No Dependents
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No Mortgage
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No 1099 income
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No business or gig income
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No additional forms required
This is considered a simple family return
What if I'm not sure which package I qualify for?
Complete the intake form. We will review your documents and confirm the correct service level before any work is completed.
What Can Delay Your Processing?
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Missing or Incomplete Documents
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Incorrect or Unreadable Files
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Delayed Responses to Follow-Up Questions
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Changes After Submission
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Third-Party Delays
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Inaccurate Information Provided
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High Volume Periods
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Unpaid Invoices
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Incomplete Intake Forms
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Do I pay before knowing the final price?
No. You approve the service level first. We only proceed once you confirm.
Do you have a referral rewards program?
Yes we have $AG Referral Rewards become an affiliate and get rewarded even if you do not utilize any of SAG services.
How to become an affiliate?
Earn rewards when someone you refer completes a tax preparation service with us.
Referral payouts range from $10–$25 per completed referral, depending on the type of filing completed.
