Clear Pricing, Powerful Results

Find the perfect accounting solution for you or your business. No hidden fees, just expert service.

Essential Tax Prep

Perfect for W-2 employees and students with standard deductions.

$150per return

A straightforward solution for simple tax situations, ensuring accuracy and peace of mind.

  • Federal Form 1040 Filing
  • One State Tax Return
  • W-2 and 1099-INT/DIV Income
  • Standard Deduction Support
  • Earned Income Tax Credit (EITC)
  • Secure Electronic Filing (e-file)
  • Direct Deposit of Refund
  • Email & Portal Support
Best Value

Deluxe Tax Prep

Ideal for homeowners, investors, and families with dependents.

$275per return

Comprehensive preparation for those with itemized deductions and investments.

  • All Essential Services Included
  • Itemized Deductions (Schedule A)
  • Interest & Dividends (Schedule B)
  • Capital Gains/Losses (Schedule D)
  • Child and Dependent Care Credits
  • Education Credits (AOTC, LLC)
  • HSA and Retirement Contributions
  • Priority Phone & Email Support

Self-Employed Pro

For freelancers, gig workers, and independent contractors.

$450per return

Maximize deductions and manage your self-employment income with expert guidance.

  • All Deluxe Services Included
  • Sole Proprietor (Schedule C)
  • Deductible Business Expense Guidance
  • Quarterly Estimated Tax Calculations
  • Self-Employment Tax Optimization
  • 1099-NEC & 1099-K Support
  • Dedicated Tax Advisor
  • IRS Audit Support Included

Getting Started is Easy

Our streamlined process makes professional accounting hassle-free.

1

Choose a Plan

Select the service that best fits your needs and schedule a free 15-minute onboarding call.

2

Upload Documents

Use our secure Client Portal to easily upload all your necessary financial documents.

3

Review & File

We prepare your returns, you review and approve, then we file. It's that simple!

A La Carte Services

Need something specific? Add any of these flexible services to your package at any time.

Tax Planning Session

A deep dive to create a proactive, personalized tax strategy that minimizes your year-end liability.

$200 – $275per session

Monthly Bookkeeping

Keep your business finances accurate, organized, and ready for tax season every month.

$250 – $400per month

Payroll Processing

Full-service payroll setup, processing, and reporting for teams of up to 5 employees.

$125 – $200per month

Amended Tax Return

Expert assistance to fix errors or missed deductions on a previously filed return.

$125 – $175per form

Frequently Asked Questions

What documents do I need to get started?

For individual returns, you'll typically need your W-2s, 1099s, and records of any other income or deductions. For businesses, we'll need your previous year's return, profit & loss statements, and balance sheets. We provide a secure checklist after you sign up!

How is my financial data kept secure?

We take data security very seriously. We use a secure, encrypted client portal for all document transfers and communications. Your information is protected with industry-standard security protocols.

What if I get a letter from the IRS?

Don’t worry! Our "Self-Employed Pro" and all business plans include IRS Audit Support. For other plans, IRS Communication Assistance is available as an a la carte service. While we are not authorized to represent you before the IRS, we can help prepare your responses and guide you through every step.

Have Questions or Complex Needs?

Every financial situation is unique. Let's chat about your specific goals and build a custom plan together.