NEXT DEADLINE

Jan 15 · Q4 estimated tax payment

See all dates →

CPA · Tax · Bookkeeping · Atlanta, GA

Taxes done right.
Books you can trust.

Flat monthly pricing, a CPA who answers your calls, and a secure portal for every document. For families, freelancers and growing businesses.

CPA & EA

Licensed team

1,200+

Returns filed yearly

4.9★

Google rating

Accountant reviewing documents with a client

“They found $4,200 our last preparer missed.”

— Maria R., small business owner

Pricing

Clear packages. No surprise invoices.

Monthly pricing that covers the whole year. Pay annually and save 10%.

Compare all plans

Essentials

Individuals & families

$49

/mo

✓

Federal + 1 state return

✓

IRS notice help

✓

Secure document portal

Choose Essentials

Business

Most popular

$249

/mo

✓

Monthly bookkeeping

✓

Business + personal returns

✓

Quarterly tax planning call

Choose Business

Growth

Teams with payroll

$499

/mo

✓

Everything in Business

✓

Payroll up to 15 people

✓

CFO-style advisory

Choose Growth

Tax-season toolkit

Never miss a deadline.

DATE

DEADLINE

TYPE

Jan 15

Q4 estimated tax payment

Next up

Jan 31

W-2 and 1099-NEC to workers

Federal

Mar 16

S-corp & partnership returns

Federal

Apr 15

Individual returns & Q1 estimates

Federal

Apr 15

Georgia individual income tax

State

See the full 2027 calendar →

Switching accountants?

Easy in 4 steps.

1

Book a free call

15 minutes, no obligation.

2

Upload last year’s return

Through your secure client portal.

3

We contact your old preparer

No awkward conversations for you.

4

You’re set for tax season

Checklist and reminders sent automatically.

Client Portal

Upload documents, sign forms and message your accountant securely.

TaxDome

Canopy

SmartVault

ShareFile

Karbon

Open the portal

Free 2027 Tax Document Checklist

Know exactly what to bring. One page, every form, sent to your inbox.

Get the checklist

Your data, protected

Written information security plan, multi-factor login and encrypted file sharing, as the IRS requires for tax professionals.

How we protect you →

Reviews

4.9 stars from 380+ clients.

★★★★★

★★★★★

“Tax season used to stress me out. Now I upload, approve, and I’m done by March.”

Daniel W. · Teacher, Decatur

★★★★★

“Our books were a mess. Three months later we finally know our numbers every month.”

James T. · Contractor, Decatur

★★★★★

“Fast, calm and clear. I upload, they file, and I get a plain-English summary.”

Priya K. · Freelance designer

FAQ

Questions, answered.

How much does tax preparation cost?

+

Most individual returns fall within our Essentials plan at $49/month, which spreads the cost across the year and includes IRS notice help. Business returns are quoted after a free call.

Can you help if I’m behind on filing?

+

Yes. We file prior-year returns, set up payment plans and respond to IRS letters on your behalf.

Do I have to come into the office?

+

No. Most clients never visit. You upload documents to the secure portal and we meet by phone or video.

Is my information safe?

+

We follow a written information security plan with multi-factor login and encrypted file sharing, as the IRS requires.

Do you work with businesses outside Georgia?

+

Yes. We prepare federal returns for clients in every state and state returns for most of them.

Tax season is closer than you think.

Book a free 15-minute call. We’ll tell you exactly what you need and what it costs, before you commit.

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