Compare Our Service Plans

What's Included: Tax Prep Only
From $395 for Personal
From $695 for Business
Individual Advanced
From $60/mo.
If you get all your money from a job or investments
Business Standard
From $179/mo.
If you need help with your accounting and payroll.
Business Growth
From $389/mo.
If you're ready to grow your business faster
Expert Personal Tax Prep
Expert Business Tax Prep
Secure Digital Collaboration
IRS/State Notice Support
One "No Surprises" Tax Projection Per Year
Guaranteed 24-hr Response Time (M-F)
Financial Reports Reviews (P&L, Cash Flow, Balance Sheet,, etc.)
Pain-Free Accounting & Payroll Support
Advanced Tax Strategies & Implementation
Advanced Business Growth Support (Profit Planning, Threats Analysis, & Financing Strategies)

Easy Add-Ons

  • Personal Tax Financial Analysis

    From $750/year
    • Budgeting support

    • Personal Financial

    • Threats

    • Estate Trust Returns

    • Custom needs

  • Business Setup Support

    From $1,500/one-time
    • Accounting Setup

    • Payroll Setup

    • Corporation/LLC Setup

    • Tax ID and IRS setup

    • Simple Business Planning

    • Custom needs

  • Advanced Business & Tax Strategy Implementation Items

    From $1,650/one-time
    • 1031 exchanges

    • Patent & Trademark Support

    • Family Offices

    • Advanced Income Shifting

    • Tax-advantaged retirement & education funding

    • Asset Depreciation

    • Mergers & Acquisitions

    • Legacy planning

    • Business Expense Strategy

    • Travel Expense Strategy

    • Health Care Expense Strategy

    • Custom needs