Tax Plans Built for You
Find Your Perfect Fit
What is included with every tax filing:
- Federal income tax filing
- State income tax filing
- Notice & Audit Assistance
- Identify theft restoration assistance
- Free tax extension
- Quarterly Estimates Recommendations
- year-round tax concierge email support
- Unlimited amendment as needed
For individuals or joint filing with Sole Prop/SMLLC, real estate, investments like cryptocurrency and stock sales
Premium
Annual Package
4000
for individuals or joint filing with greater than $2M income
Essentials
Annual Package
Best Value
1450
for individuals or joint filing with up to $2M income
Standard
Annual Package
600
for individuals or joint filing with up to $500K income
Plans for Individuals / Joint Filing
- Premium
- Essentials
- Standard
Premium
|
Essentials
|
Standard
|
|
$4000
|
$1450
|
$600
|
|
1040 Individual Tax Return | |||
State Income Tax Return | Up to 15 | Up to 5 | Up to 1 |
Form 5471 | Includes 1 | ||
FBAR | Up to 6 foreign bank accounts | ||
Notice & Audit Assistance Through Protection Plus | |||
Identity Theft Restoration Assistance Through Protection Plus | |||
Tax Extension | |||
Tax Concierge Email Support | Priority Support | Ongoing Support | Ongoing Support |
Tax Concierge Advisory Call | Quarterly | Annually | |
additional filing services / add-ons | |||
1099-MISC/1099-NEC Filings | $15 / Form | $15 / Form | $15 / Form |
Additional State Income Tax Return or City/Local Compliance Work | $100 / Form | $100 / Form | $100 / Form |
Form W-7 - ITIN Application | $200 / Filing | $200 / Filing | $200 / Filing |
Form 8832 or 2553 Tax Entity Reclassification | $250 / Filing | $250 / Filing | $250 / Filing |
83(b) Elections | $250 / Filing | $250 / Filing | $250 / Filing |
Tax Consultation Add-on | $250 / Hour | $250 / Hour | $250 / Hour |
FBAR | $400/ FBAR | $400/ FBAR | $400/ FBAR |
709 Gift Tax Return | $400 / Return | $400 / Return | $400 / Return |
Signed CPA Letter | $500 / Letter | $500 / Letter | $500 / Letter |
Additional Form 5471 | $650 / Subsidiary | $650 / Subsidiary | $650 / Subsidiary |
Tax Plan Report with Tax Saving Strategies (Recurring Members) | $1000 / Report | $1000 / Report | $1000 / Report |
Tax Plan Report with Tax Saving Strategies (New Members) | $1875 / Report | $1875 / Report | $1875 / Report |
Contact us | Contact us | Contact us |
Additional personal filing services/add-ons:
- contractor report filing$15
for each contractor report filing for business per Form 1099-MISC/1099-NECs
- additional state tax return filings$99
for each additional state tax return filings or city/local tax compliance work
- filing for an SSN$199
for filing for an SSN per Form SS-7
- tax classification election$250
for tax classification election (S-Corp/C-Corp election) per Form 2553 or 8832
- 83(b) election$250
for 83(b) election
- gift tax$399
for gift tax per Form 709
- FBAR filing$400
for FBAR filing
- foreign shareholder$650
for foreign shareholder/disregarded entity/branch reporting per Form 5472
- tax plan report$999
to add tax plan report with tax saving strategies for those that are recurring members, and $1499 for new members
- trust return filing$1099
for trust return filing per Form 1041
Tax Code Secrets Revealed
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