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Tax Preparation for Retirees & Seniors.

Simple. Secure. Tailored to Your Retirement Income.

Retirement brings new tax considerations, from Social Security benefits to pension income. Whether you’re fully retired or living on a fixed income, we make filing stress-free while helping you keep more of your money.

Why This Matters.

Incorrectly reporting retirement income can lead to IRS penalties and unexpected tax bills. Seniors often qualify for unique credits and deductions that help reduce overall tax liability, and maximizing medical and charitable deductions can stretch a fixed income further. Filing correctly also preserves eligibility for important benefits and government programs. Most importantly, accurate reporting provides peace of mind during retirement and helps you avoid future IRS issues.

We prepare returns for:

  • Retirees receiving Social Security benefits.

  • Pension and annuity recipients.

  • Seniors with investment or rental income.

  • Retirees working part-time.

  • Individuals on disability income.

What’s Included in Our Service.

✓ Federal and state return preparation.
✓ Review of retirement income sources.
✓ Identification of eligible deductions and credits.
✓ Secure, convenient filing options.

What We Review.

Social Security Benefits
We determine if your benefits are taxable and minimize your tax liability when possible.

Pension & Annuity Income
We report your distributions correctly to avoid IRS issues.

Retirement Account Withdrawals (IRA, 401k)
We help you understand tax implications and penalties (if any).

Fixed Income Credits
We check for senior tax credits, property tax relief, and other benefits available in your state.

How It Works.

  1. Upload Your Documents
    Securely send us your SSA-1099, 1099-R, pension statements, investment records, and any deduction-related paperwork.

  2. We Maximize Your Benefits
    Our tax experts review your information to apply every senior and retirement-related deduction or credit.

  3. File and Get Your Refund
    Approve your return and we will e-file it with the IRS and state. Your refund is deposited directly into your account for quick access.

Pricing.

PackageWhat’s IncludedPrice
Basic RetireeSocial Security + pension, one state$125
Standard RetireeSocial Security + multiple income sources$150
Complex RetireeIncludes investments, rentals, or multiple states$200–$275

Why Choose Etax Xpress?

• We understand the unique needs of retirees.
• Transparent pricing with no surprise fees.
• Year-round availability for IRS questions.
• Secure document handling and easy filing.

Start Return

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Fast, Accurate Filing.

File with confidence. We ensure your tax return is prepared correctly, every time

Secure & Private.

Your data is protected using encrypted systems and secure technology.

No Long Waits.

Skip the line. We work quickly to get you filed and refunded without delay.

Here All Year.

Tax season or not, our support team is available when you need us most.