Membership Terms — $40/mo (1099-Only Plan)
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This plan provides year-round guidance for self-employed, gig/platform, and 1099-only taxpayers.
This membership is a 12-month contractual agreement.
You may cancel at any time; however, if you cancel before completing 12 months,
the remaining balance for the term will be invoiced and must be paid in full.
One federal + 1 state individual return (Form 1040) is included with this plan.
At tax time, only bank/processing/transmission/admin fees apply. Complex situations may require add-ons or a separate quote (see below).
1) What’s Included
- Questions via portal: up to 5 per month
- Check-ins: Monthly (30–45 minutes)
- Quarterly estimated-tax coaching and reminders
- Deduction coaching (mileage, phone, home office basics, supplies)
- Tax return at filing: 1 federal + 1 state 1040 included
- 1099 handling: up to 5 Forms 1099 (NEC/MISC/K) included; $40 each additional
- Refund tracking and portal support
- IRS Third Party Designee on your individual return (when filed by us)
- Secure Client Portal for uploads, messaging, and e-signature
- 1 amended return at no charge if a filling we prepared rejected (or needs our correction)
2) What’s Not Included
- Business entity returns (1065/1120-S/1120), monthly bookkeeping, payroll setup/processing, entity formation, or legal/financial advice
- Audit/appeals representation (available by separate engagement)
- Extensive consulting beyond Fair Use limits; prior-year catch-up bookkeeping; third-party data retrieval
- Additional states, complex multi-state apportionment, depreciation schedules, multiple rentals, high-volume investments/crypto, or multiple K-1s without add-ons
3) Fair Use
If your needs exceed plan limits (e.g., frequent deep-dive consults or extensive document reviews), we’ll offer options: scoped add-ons, a paid consultation, or per-project work.
4) Billing & Cancellation
- $40/month, billed via Stripe subscription
- This plan is a 12-month contractual agreement
- You may cancel at any time; if you cancel before 12 months, the remaining balance for the term is due in full
- Charges already billed are non-refundable; partial months aren’t prorated
- Non-payment may result in suspension of services until the account is current
5) Document Timelines & Deadlines
Filing deadlines depend on timely, complete documents. If materials arrive too close to a deadline, we may recommend filing an extension to ensure accuracy. You’re responsible for penalties/interest if documents are late or incomplete.
6) Communication & Availability
- Primary support via the Client Portal; typical replies within 1–2 business days
- Monthly calls are scheduled; unused time doesn’t roll over
7) Privacy & Security
We use a secure portal for documents and messages. See our Privacy Policy for data use and retention. We comply with IRS rules (e.g., Form 7216) on use/disclosure of tax information.
8) Changes to the Plan
We may update plan features or pricing with notice. Continued use after updates constitutes acceptance.
9) Acceptance
By joining this membership, you agree to these Terms, plus our Terms of Service and Disclaimer.
Questions? [email protected] · 954-304-0015
How We Price
We never charge based on your refund. Fees are determined by the complexity and scope of your tax return, not the refund amount.
- Transparent starting prices for each tier
- Add-ons only when needed (e.g., extra states, uncommon forms)
- Clear quote before work begins
Note for 1099-only memberships: up to 5 Forms 1099 (NEC/MISC/K) included; $40 each additional at tax time.