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Packages
Simple packages, tailored to your needs. We’ll confirm scope and pricing before we begin.
Packages
Transparent pricing, with clear scope.
Flat-fee packages for common needs. We'll confirm scope and next steps before we begin.
Individual
For employees, freelancers, and investors.
$399
- Document checklist and intake review
- Deductions and credits review
- Preparation and filing support
- Clear summary of key results
Business
For small businesses and corporate filings.
$899
- Returns and extensions
- Supporting documentation checklist
- Compliance and planning guidance
- Year-round availability for questions
Bookkeeping
For ongoing bookkeeping and reporting.
$599 / month
- Monthly reconciliations
- Clean categorization
- P&L and balance sheet reporting
- Year-end package for tax time
Not sure which package fits? Tell us your situation and we'll recommend the best option.
Ready to file with confidence?
Let's get your taxes filed.
Sign up for the client portal and we'll guide you through the process—whether it's individual taxes, business compliance, or bookkeeping.
Secure, confidential, and responsive.