How We Price Our Individual Services

Starting in 2024 we introduced the four packages listed below.  Each package is designed for a specific type of tax profile.  In each package we offer three different support levels which provide successively more support and features.  Take a look at each and see which package is most appropriate for your situation.  Once you have narrowed down the package, take a moment to review the differences between the services in the package and how each interacts with the three different support levels.  For a video explaining how these packages work click here.

For each of the above packages we have included the following features:

  • Top quality tax preparation service.
  • Year-round support availability.
  • Free cancelation at any time.
  • Flexibility to move between packages and service levels at any time for a prorated price.
  • Access to our valuable monthly newsletter.
  • Access to a secure online client portal.

Please note:  While each plan establishes guide rails that we want to follow, we know that everyone is a little different.  If your needs don't quite fit into any one plan let us know and we'll do what we can to accommodate. 

Important Notes: 

  • Income tax return pricing reflects only standard Form 1040 series returns.  Returns reporting complex exchanges, Section 1031 exchanges, change of accounting methods, liquidation events, advanced or numerous foreign disclosures, complex and/or numerous activities passed through a Sch. K-1, complex election statements or related calculations, business restructurings or other non-standard reporting events are subject to appropriate pricing adjustments.
  • Audit defense and support is priced on a per instance basis.  If you are subjected to more than one audit, a separate agreement will be required.
  • In general, no service offering includes pricing for generating information needed for a tax return.  It is the client's responsibility to provide the requested information and it is our responsibility to properly report that information on the returns.
  • While we work very hard to ensure that all our clints are well cared for, priority service is only provided to our Support Level Three subscribers.  Elite Package members are always granted top priority followed by Standard+ and so on.
  • Services not specifically listed are not included in the pricing and are subject to a separate agreement.
  • All packages are subject to changes in service offerings and pricing with three months prior notice.
  • We reserve the right to qualify or disqualify a client from a particular package or any package.


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