Pricing
Clear packages.
No surprise invoices.
One flat monthly price covers the whole year, including the questions you have in July. Pay annually and save 10%.
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
Prices are examples for this template. Most clients start with a free 15-minute call to confirm the right plan.
Compare plans
What’s in each package.
Feature
Essentials
Business
Growth
Federal + state returns
Personal
Business + personal
Business + personal
IRS notice help
✓
✓
✓
Secure client portal
✓
✓
✓
Monthly bookkeeping
—
✓
✓
Quarterly planning call
—
✓
✓
Payroll
—
—
Up to 15 people
CFO-style advisory
—
—
✓
Add-ons
Need something extra?
Prior-year returns
From $150 per year filed
Catch-up bookkeeping
From $400 per month of history
Extra state return
$75 per state
Sales tax filings
From $60 per filing
FAQ
Pricing questions
Can I switch plans later?
+
Yes. Move up or down any month. We prorate the difference.
Is there a setup fee?
+
No setup fee for current-year clients. Catch-up work is quoted upfront.
What if my return is complex?
+
We quote complex situations on your free call, before any work begins.
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.