Tax & Bookkeeping Pricing

Enjoy Surprise-Free Tax Planning

Individuals

Wage Earner

For people with employment or retirement income.

$59.99 monthly
$649.99 annually

Package includes:

  • Annual Tax Return
  • One-week response time to email questions.
  • Annual “Tax Tips Video”
  • Mid-year tax projection

Saver

For people who are building wealth

$119.99 monthly
$1,319.99 annually

Package includes:

  • Annual Tax Return
  • Self-schedule 15-minute calls
  • One business day response time to email questions
  • Annual Tax Plan
  • IRS Notice Assistance
  • Real-Time Tax Projection Dashboard

Investor

For executives and investors living off their wealth

$314.99 monthly
$3,464.99 annually

Package includes:

  • Annual Tax Return
  • Unlimited calls
  • Unlimited tax plan and implementation meetings
  • Tax Coaching
  • IRS representation
  • Real-Time Tax Projection Dashboard
  • Lender/Attorney/ Advisor coordination

Real Estate Investors

Real Estate Dabbler

For beginning real estate investors.

(Up to 3 properties.)

$79.99 monthly
$879.99 annually

Package includes:

  • Annual Tax Return
  • One-week response time to email questions.
  • Annual “Tax Tips Video”
  • Mid-year tax projection

Real Estate Investor

For established real estate investors.

(Up to 10 properties.)

$189.99 monthly
$2,089.99 annually

Package includes:

  • Annual Tax Return
  • Self-schedule 15-minute calls
  • One business day response time to email questions
  • Annual Tax Plan
  • Tax Coaching
  • IRS Notice Assistance
  • Real-time Tax Projection Dashboard

Real Estate Professional

 For full time real estate investors.

 (Up to 25 properties.)

$600 monthly
$6,600 annually

Package includes:

  • Annual Tax Return
  • Unlimited calls
  • Unlimited tax plan and implementation meetings
  • Tax Coaching
  • IRS representation
  • Real-time Tax Projection Dashboard
  • Lender/Attorney/ Advisor coordination

Business Owners

Self-Employed

For freelancers and side-hustlers

$89.99 monthly
$989.99 annually

Package includes:

  • Annual Personal Tax Return (includes Schedule C for self-employed)
  • One-week response time to email questions.
  • Annual “Tax Tips Video”
  • Mid-year tax projection

 Business Owner

For business owners and professionals

$289.99 monthly
$3,189.99 annually

Package includes:

  • Annual Personal & One Business Tax Returns (includes 1120S and 1065)
  • Self-schedule 15-minute calls
  • One business day response time to email questions
  • Annual Tax Plan
  • IRS Notice Assistance
  • Real-Time Tax Projection Dashboard
  • Quickbooks Online Simple Start

Entrepreneur

For the high-growth business owner

$1,100 monthly
$12,100 annually

Package includes:

  • Annual Personal & All Business Tax Returns (includes 1120, 1120S and 1065)
  • Unlimited calls
  • Unlimited tax plan and implementation meetings
  • Tax Coaching
  • IRS representation
  • Lender/Attorney/ Advisor coordination
  • Includes Bookkeeping
  • Real-Time Tax Projection Dashboard
  • Quickbooks Online Pro

Eliminate Tax Surprises

Schedule your tax consult today!