Personal Return
Business Return
Personal Return
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
- 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 |
Business Return
Premium
Annual Package
7500
for a business greater than $9M in revenue
Essentials
Annual Package
Best Value
3300
for a business with up to $9M in revenue
Standard
Annual Package
1100
for a business with up to $3M in revenue
ZERO-DOLLAR
Annual Package
400
zero revenue and less than 50k expense
Partnership
S-Corp
C-Corp
Partnership
- Premium
- Essentials
- Standard
|
Premium
|
Essentials
|
Standard
|
|
|
$7500
|
$3300
|
$1100
|
|
| 1065 Partnership Income Tax Return | |||
| State Income Tax Return | Up to 15 | Up to 5 | Up to 1 |
| K-1 Filings | Up to 50 | Up to 10 | Up to 2 |
| FBAR | Up to 6 foreign bank accounts | ||
| Form 5471 | Up to 1 | ||
| Notice & Audit Assistance Through Protection Plus – Businesses | |||
| Identity Theft Restoration Assistance Through Protection Plus – Businesses | |||
| 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 K-1 Filings | $25 / Form | $25/ Form | $25 / Form |
| Additional State Income Tax Return or City/Local Compliance Work | $200 / Filing | $200 / Filing | $200 / Filing |
| Delaware Annual Franchise Tax Filing | $200 / Filing | $200 / Filing | $200 / Filing |
| Form SS-4 & EIN Application Service | $200 / Filing | $200 / Filing | $200 / Filing |
| Form 8832 or 2553 Tax Entity Reclassification | $250 / Filing | $250 / Filing | $250 / Filing |
| Tax Consultation Add-on | $250 / Hour | $250 / Hour | $250 / Hour |
| FBAR | $400 / FBAR | $400 / FBAR | $400 / FBAR |
| Signed CPA Letter | $500 / Letter | $500 / Letter | $500 / Letter |
| Form 3115 Application for Change in Accounting Method | $600 / Form | $600 / Form | $600 / Form |
| Additional Form 5471 | $650 / Subsidiary | $650 / Subsidiary | $650 / Subsidiary |
| Contact Us | Contact us | Contact us |
S-Corp
- Premium
- Essentials
- Standard
|
Premium
|
Essentials
|
Standard
|
|
|
$7500
|
$3300
|
$1100
|
|
| 1120S S-Corp Income Tax Return | |||
| State Income Tax Return | Up to 15 | Up to 5 | Up to 1 |
| K-1 Filings | Up to 50 | Up to 10 | Up to 2 |
| FBAR | Up to 6 foreign bank accounts | ||
| Form 5471 | Up to 1 | ||
| Notice & Audit Assistance Through Protection Plus – Businesses | |||
| Identity Theft Restoration Assistance Through Protection Plus – Businesses | |||
| 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 K-1 Filings | $25 / Form | $25 / Form | $25 / Form |
| Additional State Income Tax Return or City/Local Compliance Work | $200 / Filing | $200 / Filing | $200 / Filing |
| Delaware Annual Franchise Tax Filing | $200 / Filing | $200 / Filing | $200 / Filing |
| Form SS-4 & EIN Application Service | $200 / Filing | $200 / Filing | $200 / Filing |
| Form 8832 or 2553 Tax Entity Reclassification | $250 / Filing | $250 / Filing | $250 / Filing |
| FBAR | $400 / FBAR | $400 / FBAR | $400 / FBAR |
| Tax Consultation Add-on | $250 / Hour | $250 / Hour | $250 / Hour |
| Signed CPA Letter | $500 / Letter | $500 / Letter | $500 / Letter |
| Form 3115 Application for Change in Accounting Method | $600 / Filing | $600 / Form | $600 / Form |
| Additional Form 5471 | $650 / Subsidiary | $650 / Subsidiary | $650 / Subsidiary |
| Standalone Tax Plan Report with Tax Saving Strategies | |||
| Contact Us | Contact Us | Contact Us |
C-Corp
- Premium
- Essentials
- Standard
|
Premium
|
Essentials
|
Standard
|
|
|
$7500
|
$3300
|
$1100
|
|
| 1120 C-Corp Income Tax Return | |||
| State Income Tax Return | Up to 15 | Up to 5 | Up to 1 |
| Notice & Audit Assistance Through Protection Plus – Businesses | |||
| Identity Theft Restoration Assistance Through Protection Plus – Businesses | |||
| FBAR | Up to 6 foreign bank accounts | ||
| Tax Extension | |||
| Form 5471 | Up to 1 | $650 / Subsidiary | $650 / Subsidiary |
| Form 5472 | Up to 1 | $800 / Shareholder | $800 / Shareholder |
| 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 | $200 / Filing | $200 / Filing | $200 / Filing |
| Delaware Annual Franchise Tax Filing | $200 / Filing | $200 / Filing | $200 / Filing |
| Form SS-4 & EIN Application Service | $200 / Filing | $200 / Filing | $200 / Filing |
| Form 8832 or 2553 Tax Entity Reclassification | $250 / Filing | $250 / Filing | $250 / Filing |
| Tax Consultation Add-on | $250 / Hour | $250 / Hour | $250 / Hour |
| FBAR | $400 / FBAR | $400 / FBAR | $400 / FBAR |
| Signed CPA Letter | $500 / Letter | $500 / Letter | $500 / Letter |
| Form 3115 Application for Change in Accounting Method | $600 / Form | $600 / Form | $600 / Form |
| Additional Form 5471 | $650 / Subsidiary | $650 / Subsidiary | $650 / Subsidiary |
| Additional Form 5472 | $800 / Shareholder | $800 / Shareholder | $800 / Shareholder |
| Contact us | Contact us | Contact Us |