Tax Plans
File with confidence.
No surprises.
Essentials
For straightforward filers.
$15$12/ mo
Billed annually — $144/yr
Everything a simple return needs, priced so it never stings in April.
- Maximum Refund Guarantee
- Free federal e-filing
- Free federal extension filing
- Review tax return with your CPA
Most popular
Premium
Where most of our clients live.
$35$28/ mo
Billed annually — $336/yr
Year-round CPA access, bigger discounts, and help when the IRS comes knocking.
Everything in Essentials, plus:
- 10% off tax returns, notices & other services
- Text your CPA1
- IRS & state notice response
- Audit support3
- Tax planning
- Unlimited additional state returns
- Quarterly tax estimates — free
- Free federal extension filing
Platinum
Full-service, full-access.
$60$48/ mo
Billed annually — $576/yr
The white-glove tier — unlimited CPA access, audit support, and the deepest discounts we offer.
Everything in Premium, plus:
- 15% off tax returns, notices & other services
- Priority turnaround on all requests & tax prep
- 10% off bookkeeping subscription
- Quarterly tax planning sessions
- Advisory Calls Included2
- Free Annual Statement of Information filing4
- 1099 filing — up to 55
1Your CPA will respond during business hours only.
2Limited to up to 45 min. Once per month.
3Includes first 5 hours of IRS or state audit representation at no charge. Additional hours billed at a discounted member rate.
4Excludes authority filing fees paid on your behalf.
5Client is responsible for the filing fee.
Once service begins, all tax plans require a 1-year commitment. Cancellations before the 1-year mark are subject to paying the remaining balance.