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
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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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