Talk to Our Tax Advisor for Free Consultation.
| What's included | What it means for you | Essential $49 |
Pro $99 |
|---|
| Federal tax return | Your main return — Form 1040 for individuals, or the correct business return for your entity type (1120-S, 1065, 1120). Prepared, reviewed, and e-filed. | ✓ | ✓ |
| All state returns | Every state return you need to file — resident, part-year, and non-resident. No per-state charge. | ✓ | ✓ |
| Unlimited W-2s | Multiple jobs, seasonal work, part-time income — every W-2 from every employer is processed. | ✓ | ✓ |
| Unlimited 1099s | Freelance income, interest, dividends, brokerage sales, retirement distributions, and more. | ✓ | ✓ |
| Unlimited K-1s | Every K-1 from every partnership, S-Corp, LLC, trust, or estate you have an interest in — all processed and reconciled, no count limit. | ✓ | ✓ |
| Schedule C — self-employment | If you run multiple businesses or have several income streams, each gets its own Schedule C. We optimize deductions for home office, vehicle, equipment, and subscriptions. | ✓ | ✓ |
| Schedule D — investments & crypto | Every investment sale — thousands of stock trades, crypto swaps, real estate sales — reported with correct cost basis, holding period, and wash sale adjustments. | ✓ | ✓ |
| Schedule E — rental properties | Every rental property and pass-through investment gets its own Schedule E. Depreciation tracked, passive activity loss rules applied, no property count cap. | ✓ | ✓ |
| Extension filing | If you need more time, we file Form 4868 before April 15 — extending your filing window by 6 months and protecting you from late-filing penalties. No extra charge. | ✓ | ✓ |
| Prior year catch-up returns | If you have multiple years of unfiled returns, we prepare and file all of them. No cap on how many years back. We get you fully compliant with the IRS. | ✓ | ✓ |
| Amended return (Form 1040-X) | If a prior return needs correcting — missed deduction, wrong filing status, overlooked income — we prepare and file the amendment. | ✓ | ✓ |
| Named preparer assigned at signup | From the moment you sign up, one specific preparer handles your return. The same person, every year. No pool of preparers, no random assignment. | ✓ | ✓ |
| CPA or EA review before filing | A senior Certified Public Accountant or Enrolled Agent independently reviews every return before it goes out. Nothing is filed without a second set of eyes. | ✓ | ✓ |
| Same preparer year after year | Your preparer stays on your account indefinitely. They know your history, your recurring deductions, and your situation — you never have to re-explain yourself. | ✓ | ✓ |
| Personalized document checklist | A custom checklist — specific to your tax situation — sent every January. It tells you exactly what to gather, so you're not hunting for things at the last minute. | ✓ | ✓ |
| Real-time status updates | We update you at every stage: In Progress → Under Review → Ready to Sign → Filed → Accepted. You always know where your return stands. | ✓ | ✓ |
| Post-filing support | After your return is filed, your access to your preparer doesn't change. Questions about your refund, a payment due, or next year — no extra charge. | ✓ | ✓ |
| Unlimited phone calls — all year | Call your preparer directly as many times as you need, any time of year — not just during tax season. No hold music, no call center. | — | ✓ |
| Unlimited video calls | Walk through your documents, a notice you received, or any tax question on a video call — scheduled at your convenience, no session cap. | — | ✓ |
| Unlimited email — 365 days | Email your preparer at any time with questions, new documents, or updates. Response guaranteed within 24 business hours, year-round. | — | ✓ |
| Annual tax review call | Every December or January we schedule a structured call to review last year's return, discuss what changed in your financial life, and plan for this year. | — | ✓ |
| Estimated tax payment guidance | We calculate your quarterly estimated tax payments so you don't underpay (and get penalized) or overpay (and give the IRS an interest-free loan). | — | ✓ |
| Tax planning guidance | Before year-end, we identify legal ways to reduce your tax bill — retirement contributions, timing of income or deductions, entity structure considerations. | — | ✓ |
| Notice review | If the IRS or a state sends you a letter, we review it and explain exactly what it means — most notices are routine and require a simple response. | — | ✓ |
| Response letter drafting | We draft the correspondence on your behalf — properly formatted, correctly addressing the issue, referencing the right code sections. | — | ✓ |
| Documentation support | We organize and compile the records that need to be sent back to the IRS or state. You don't have to figure out what to include. | — | ✓ |
| Secure document portal | All files are uploaded and exchanged through our encrypted portal. No emailing tax documents back and forth. Everything is in one organized place. | ✓ | ✓ |
| Prior year return access | Your filed returns are stored and accessible through the portal whenever you need them — for a mortgage application, refinancing, or anything else. | ✓ | ✓ |
| Audit trail & workpaper file | A complete record of your return preparation is maintained. If the IRS ever asks questions about a prior year, we have the supporting documentation. | ✓ | ✓ |
We send it. You gather the documents. Most clients are done in a day or two.
Everything goes through our secure portal. No email attachments.
Your preparer builds the return. A CPA or EA reviews it independently. You get updates along the way.
We walk you through the return. You sign off. We e-file and send you the IRS confirmation.
By your gross income (individual) or annual revenue (business). Find your row in the pricing table — that's your price. No per-form or per-schedule charges on top.
Essential is filing only. Pro adds year-round access to your preparer — calls, emails, planning guidance, and IRS notice support any time of year.
Yes. Every state return you're required to file is included — resident, part-year, and non-resident. No per-state charge.
All of them are included. There's no cap on W-2s, 1099s, K-1s, Schedule C businesses, or rental properties at any plan level.
Yes. Every sale — stocks, ETFs, crypto, real estate — is reported on Schedule D and Form 8949 with correct cost basis and wash sale adjustments.
April 15 for most individual returns. March 15 for S-Corps and partnerships. We file an extension automatically if you need more time — no extra charge.
Yes. No limit on prior year catch-up returns. We get you fully current with the IRS.
Both your individual and business return, prepared by the same person. K-1s from the business return flow directly into your personal return. You save 10% off both plans.
No. The Pro plan covers notice review, response drafting, and documentation support. Full audit representation before the IRS is a separate service.
