$20 /mo
W-2 income only
- Return included (Fed + 1 state)
- 3 questions/mo via portal
- Quarterly check-in (15–20 min)
- W-4 & withholding check-ups
More details
- Refund tracking
- IRS Third-Party Designee
- Business entity returns not included
Membership Plans
Includes your individual return at filing (federal + 1 state) and year-round support. IRS Third-Party Designee is included so we can speak with the IRS on your behalf if needed.
Note: Memberships cover individual 1040 returns only. Business entity returns (1065, 1120-S, 1120) are billed separately. See Business pricing.
For e-filed returns, bank, processing, and transmission fees apply. These fees are separate from preparation fees and will be disclosed before e-file.
Payment policy: all fees are due before your return is submitted, except when you select our “Pay with Refund” option.
Most Support
$40 /mo
1099-only income
- Return included (Fed + 1 state)
- 5 questions/mo + monthly call
- Quarterly estimate guidance
- Deduction coaching
More details
- Up to 5 Forms 1099 included; $40 each additional
- IRS Third-Party Designee
- Business entity returns not included
$20 (W-2)
Traditional: $300–$450 → You pay $240/yr · Save up to ~$210+
$40 (1099-only)
Traditional: $500–$650 → You pay $480/yr · Save up to ~$170+
Memberships start January 2026
Feature
$20 (W-2)
$40 (1099-only)
Included returns
Fed + 1 state
Fed + 1 state
Year-round questions
3/mo
5/mo
Calls
Quarterly (15–20 min)
Monthly (30–45 min)
1099 forms included
—
Up to 5
Business returns
Not included
Not included
Traditional pay range (elsewhere)
$300–$450/yr
$500–$650/yr
Annual membership cost
$20×12 = $240
$40×12 = $480
Estimated savings
Up to ~$210+/yr
Up to ~$170+/yr
Start date
Memberships begin January 2026
Savings are illustrative; actuals vary by provider, forms, and states.
Basic individual
Prep fee$195
Forms / admin$150
~Total elsewhere$345
Varies by provider, documents, and timing.
1099-only filer
Base price$425
Forms / admin$195
~Total elsewhere$620
Simple Schedule C scenario; actuals vary by provider.
Simple, fair, transparent
- Traditional: pick a tier on the Pricing page.
- Membership: $20/mo (W-2) or $40/mo (1099-only) with year-round help.
Membership includes the individual return at filing.
W-2 membership$20 × 12 = $240/yr
1099-only membership$40 × 12 = $480/yr
What happens after I join?
Check your Stripe receipt, then use the client portal to upload documents and message us securely.
Are business returns included?
No. Memberships cover 1040 returns only; entities are quoted separately on the Business pricing page.
W-2 + 1099 — which plan?
If 1099 income is meaningful or you want monthly guidance, choose $40. Otherwise traditional one-time pricing may be more cost-effective.
✔ IRS-Authorized e-File•
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📍 South Florida • Nationwide
✔ IRS-Authorized e-File
•
🔒 Encrypted Client Portal
•
🏆 Serving clients since 2017