Plans & Pricing

We believe in transparency– every step of the way. That's why we offer simple, easy to understand, up front pricing and packages to fit just about any need.

Basic Tax Plan
18.95$
Every month
Perfect for singles, married without children, or retirees.
- Extra benefits + convenient payments no lump sump prep fee
- Priority Processing
- 3-Year Audit Protection
- Mid-Year Planning
- Quarterly Tax Updates
- Auto Extension
- Up to 5 W2s and W2-Gs
Family Tax Plan
24.95$
Every month
For Parents who want to make the most of their finances
- All credits & additional planning for children & education +
- Priority Processing
- 3-Year Audit Protection
- Mid-Year Planning
- Quarterly Tax Updates
- Auto-Extension
- Up to 5 W2s and W2Gs
- Financial Planning Templates
- Includes processing of Child, Education, & EITC Credits
- Schedule A
Family & Investment
32.95$
Every month
For more complex financial outlooks.
- All incomes, credits & deductions on Personal Tax Return +
- All Priority Processing
- 3-Year Audit Protection
- Mid-Year Planning
- Quarterly Tax Updates
- Auto-Extension
- Up to 5 W2s and W2Gs
- 36 Hour Prep Guarantee
- Includes side hustles, stocks, rentals, farming, etc.
- Multi-states, K-1

Your financial goals are our business.

Become a Member

Our members enjoy strategic tax planning and preparation support, audit protection, and peace of mind that their finances are managed by trusted professionals.

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