Simple Tax Return $300+
-E-file Federal and State Tax Returns with no additional forms for the current tax year.

Moderate Tax Return $400+
-E-file Federal and State Tax Returns for the current tax year, plus up to 2 additional forms. Includes business taxes.

Complex Tax Return $550+
-E-file Federal and Multi-State Tax Returns for the current year, plus fees per additional form. Includes business taxes.

Prior Year Tax Return Flat Rate + $150 per year

Starter Plan - $250-$350/month*
Perfect for solo business owners who need essential monthly bookkeeping. Stay organized and ready for tax season
with clean, reconciled books.

-Monthly bank & credit card reconciliation
-Basic Profit & Loss & Balance Sheet reports
-Email summary of financials (Monthly)
-Year-end package for tax filing
-Up to 2 accounts included

Growth Plan - $400-$550/month*
Ideal for growing businesses that need help managing accounts and reviewing trends. Includes quarterly financial
reviews.

-Everything in Starter Plan
-Accounts Payable/Receivable tracking (light)
-Monthly review of transactions
-Quarterly financial check-in
-Up to 3 accounts included

Premium Plan - $600-$800/month*
Best for business owners ready to delegate more and plan ahead. Includes strategy check-ins, payroll reconciliation, and a tax-ready year-end package.

-Everything in Growth Plan
-Payroll reconciliation (with Gusto/ADP reports only)
-Quarterly financial strategy calls
-Custom chart of accounts maintenance
-Up to 5 accounts included