Pricing
Business Plans
For Your Needs
Find the perfect plan for your business needs.
Essential
Business Tax Return
Email support throughout year
No accounting included
Starting At:
$800 / year
Proactive
Includes everything in Essential
Includes monthly accounting
Annual tax projection in the fall
Updated withholding
Phone and email support
IRS and State notice support
Starting At:
$400 / month
Strategic
Includes everything in Essential and Proactive
Comprehensive annual tax plan
Quarterly plan maintenance meetings
Monthly Key Performance Indicator reporting
Starting At:
$800 / month
Individual Plans
For Your Needs
Compare individual pricing plans for what suits you most!
Essential
Individual or Joint Tax Return
States are additional
Email support throughout year
Starting At:
$500 / year
Proactive
Includes everything in Essential
Annual tax projection in the fall
Updated estimated payments
Phone and email support
IRS and State notice support
Starting At:
$750 / year
Strategic
Includes everything in Essential and Proactive
Comprehensive annual tax plan
Quarterly plan maintenance meetings
Starting At:
$2,000 / year
Combined Plans
For Businesses and Individuals
Compare all pricing plans for what suits you most!
Essential
Individual and Business Tax Return
Email support throughout year
No accounting included
Starting At:
$1200 / year
Proactive
Includes everything in Essential
Includes monthly accounting
Annual tax projection in the fall
Updated estimated payments or withholding
Phone and email support
IRS and State notice support
Starting At:
$500 / month
Strategic
Includes everything in Essential and Proactive
Comprehensive annual tax plan
Quarterly plan maintenance meetings
Starting At:
