How does the tax filing benefit work?

You have two ways to file through Addition, both covered by your employer benefit:

Addition Assist — $0. A guided, self-serve digital filing experience with unlimited access to tax experts to answer questions and review your return before you submit. Best for most filers: W-2 income, investments reported on 1099s, standard deduction, common credits.

Full Service CPA — an expert files for you. We connect you with Zeiter Tax Services, who prepare and file your return. There's a $200 minimum fee, and your benefit covers the Federal & State 1040 (a $300–400 value). Best for more complex situations: business income, complex crypto, or foreign assets over $10k. Some companies cover this as a benefit to their employees. Please reach out directly to your benefits team to understand if this is a part of your Addition Wealth plan.

Not sure which fits? Start with Addition Assist — a tax expert can flag if your return needs Full Service.