Transparent & Predictable Membership Plans
Simple, No-Surprise Tax Pricing
Choose a proactive membership plan for year-round support and maximum tax savings, or select a standalone preparation package. No hidden fees ever.
Essential
W-2 Employees & Single Filers
$25/mo
Plan Highlights:
- Personal Federal & State Tax Prep (W-2)
- Deductions & Credit Optimization Review
- IRS Electronic E-File with Direct Deposit
- One Free Return Amendment per year
- Priority Email Support within 24 hours
- Encrypted Portal Vault Document Access
Most Popular Tier
Pro Strategist
1099 Freelancers & Sole Proprietors
$57/mo
Plan Highlights:
- Everything in Essential Plan, plus:
- Schedule C / 1099 Expense Deduction Discovery
- Quarterly Tax Savings Strategy Check-ins
- Personalized Tax Savings Blueprint Report
- Basic Audit Notice Defense & Review
- Priority Phone & Email Direct Support
Business Elite
Growing LLCs & S-Corporations
$99/mo
Plan Highlights:
- Everything in Pro Plan, plus:
- Corporate Business Tax Return (1120-S / 1065)
- Form 2553 S-Election Salary Structuring
- Monthly Bookkeeping Overview & Reconciliation
- Full IRS Audit Letter Representation
- 1-on-1 Annual Business Tax Strategy Session
VIP Wealth Partner
Established Business Owners & Investors
$150/mo
Plan Highlights:
- Everything in Business Elite, plus:
- Personal + Corporate Combined Returns
- Payroll & Sales Tax Filing Support
- Unlimited Year-Round Advisory Consultations
- Comprehensive IRS Audit Representation
- Entity Structuring & Real Estate Tax Advisory
Standalone Preparation Services (No Membership)
Ideal for individuals or business owners seeking a single tax filing engagement.