Your Trusted Partner for Comprehensive Tax Services
Navigate your taxes with confidence. Our expert team provides comprehensive tax preparation, thorough tax audits, strategic tax planning, and seamless tax extensions. Let us handle the complexities, so you can focus on what matters most.
Simple, Transparent Plans
Predictable memberships for W-2 earners, freelancers, and small businesses.
Monthly
Yearly (save ~15%)
Pro Popular
$57
per month
- Everything in Essential
- Quarterly planning
- Priority phone support
- Annual Tax Health Report
Business Elite
$99
per month
- Everything in Pro
- Business return
- Monthly bookkeeping review
- Audit defense
VIP Wealth
$150
per month
- Everything in Elite
- Payroll support
- Unlimited consultations
- Entity & retirement planning
Real-time bookkeeping, payroll & multi-state filings quoted after assessment.
Membership Plans & Pricing
| Plan Name | Ideal For | Monthly | Yearly (Save 15%) | Services Included |
|---|---|---|---|---|
| Essential | Employees & W-2 Clients | $25 | $255 |
✓ Personal Tax Prep ✓ IRS E-File ✓ One Free Amendment ✓ Email Support |
| Pro | Self-Employed & Side Hustlers | $57 | $579 |
Everything in Essential, plus: ✓ Quarterly Tax Planning ✓ Tax Savings Report ✓ Priority Email + Phone Support |
| Business Elite | LLCs, 1099s, S-Corps | $99 | $999 |
All Pro features, plus: ✓ Business Tax Filing ✓ Monthly Bookkeeping Review ✓ Audit Protection ✓ One Business Strategy Session |
| VIP Wealth Partner | Business Owners & Investors | $150 | $1,529 |
Everything in Elite, plus: ✓ Payroll & Sales Tax Support ✓ Unlimited Consultations ✓ Full Audit Representation ✓ Entity Structuring & Retirement Planning |
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Add-On Services & Pricing
| Add-On Service | Price |
|---|---|
| IRS Audit Defense (Standalone) | $149/year |
| Bookkeeping Setup | $199 one-time |
| Monthly Bookkeeping | $99–$399/month |
| Business Formation (LLC, S-Corp) | $249 + state fees |
| Tax Resolution Services | Custom quote |
| Real Estate or Crypto Advisory | $150/session |
One-Time Services Pricing (No Membership)
Perfect for clients who need a single engagement. Membership not required.
| Plan | One-Time Price | What’s Included (edit as needed) |
|---|---|---|
| Essential | $350 |
✓ Personal Tax Prep & IRS e-file ✓ Deductions/Credits Review ✓ 1 Follow-up Email Support (within 14 days) |
| Pro | $750 |
✓ Complex Personal or Sole-Prop Return ✓ 30-min Strategy Call ✓ Prior-Year Comparison & Withholding Check |
| Business Elite | $1,500 |
✓ One Business Return (LLC/S-Corp/C-Corp)* ✓ P&L Review & Year-End Adjustments ✓ 60-min Tax Planning Session |
| VIP Wealth | $2,500 |
✓ Business + Personal Returns (same owner)* ✓ Multi-State Coordination (up to 2 states) ✓ 2-hr Strategy Session & Audit-Ready Review |
*Bookkeeping cleanup, payroll, sales tax, and additional entities are quoted separately.
