All-inclusive subscriptions from personal filings to CFO-level business support
Precision Tax Solutions for Every
Stage of Your Journey
Subscription Models
$29 / Month
Basic Plan
Perfect for W-2 employees and simple 1099 earners
Includes
Federal tax return + 1 state return
Secure client portal access
Document storage & e-signatures
Audit Protection Lite (limited scope audit support)
Access to quarterly tax tips via email
Ideal For: Gig workers, part-time freelancers, students, and employees with side income.
$29 / Month
Basic Plan
Perfect for W-2 employees and simple 1099 earners
Includes
Federal tax return + 1 state return
Secure client portal access
Document storage & e-signatures
Audit Protection Lite (limited scope audit support)
Access to quarterly tax tips via email
Ideal For: Gig workers, part-time freelancers, students, and employees with side income.
$59 / Month
Plus Plan
Great for self-employed individuals with more deduction
Includes
All states filing included
Full audit protection
Quarterly tax planning session (15-min virtual)
Business deduction checklist & personalized review
Free tax extension filing
Ideal For: Full-time freelancers, creators, rideshare drivers, real estate agents.
$59 / Month
Plus Plan
Great for self-employed individuals with more deduction
Includes
All states filing included
Full audit protection
Quarterly tax planning session (15-min virtual)
Business deduction checklist & personalized review
Free tax extension filing
Ideal For: Full-time freelancers, creators, rideshare drivers, real estate agents.
$129 / Month
Elite Plan
Designed for serious solopreneurs and high-income 1099 earners
Includes
Business tax return (Schedule C, 1065 or S-Corp)
Profit & Loss tracking tool access
Unlimited document uploads + receipts
One-on-one monthly tax coaching call
Priority support via SMS & email
Ideal For: Small business owners, consultants, influencers, online sellers.
$129 / Month
Elite Plan
Designed for serious solopreneurs and high-income 1099 earners
Includes
Business tax return (Schedule C, 1065 or S-Corp)
Profit & Loss tracking tool access
Unlimited document uploads + receipts
One-on-one monthly tax coaching call
Priority support via SMS & email
Ideal For: Small business owners, consultants, influencers, online sellers.
Add On Services
LLC/S-Corp Formation – $199
Back Taxes Filing (per year) – $149
Trust/Estate Filings – $299
IRS Dispute Resolution – $149/h
Tax Academy Training (referral agents) – $59
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