Predictable memberships for W-2 earners, freelancers, and small businesses.
| 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 |
| 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 |
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.

Email: [email protected]
Phone : +1 940 716 3636
Address : 900 8th St Ste 315 Rm 1 Wichita Falls Tx 76301