Tax Service Plans

Helping you stick it to the IRS, save more money than ever before, and protect your hard-earned cash

MOST POPULAR

$99.95 /month

Single

Personal Tax Preparation (1)
Business Tax Preparation (1)

(Schedule C – only)

Business Income & Expense Tracker
Online Group Support for Tax Strategy Questions
Tax Strategy Video Series
Year End Tax Projection
Administrative Email Support
Strategy Email Support
Audit Letter Interpretation
Audit Letter Support
Quarterly Strategic Planning Sessions

$174.95 /month

Starter

Personal Tax Preparation (1)
Business Tax Preparation (1)

(Partnership, Trust, Nonprofit)

Business Income & Expense Tracker
Online Group Support for Tax Strategy Questions
Tax Strategy Video Series
Year End Tax Projection
Administrative Email Support
Strategy Email Support
Audit Letter Interpretation
Audit Letter Support
Quarterly Strategic Planning Sessions

$349.95 /month

Base

Personal Tax Preparation (1)
Business Tax Preparation (1)
Business Income & Expense Tracker
Welcome Call with Tax Pro
Tax Strategy Video Series
Year End Tax Planning Session
Unlimited Email Support
Audit Letter Interpretation
Audit Letter Support
Quarterly S-Corp Payroll
Audit Insurance
Quarterly Strategic Planning Sessions

$449.95 /month

Professional

Personal Tax Preparation (1)
Business Tax Preparation (1)
Business Income & Expense Tracker
Welcome Call with Tax Pro
Tax Strategy Video Series
Year End Tax Planning Session
Unlimited Email Support
Audit Letter Interpretation
Audit Letter Support
Quarterly S-Corp Payroll
Audit Insurance
Quarterly Strategic Planning Sessions