Transparent Pricing
Simple, Honest Pricing
No hidden fees, no surprises. Choose the plan that fits your needs and scale as you grow. All plans include a 30-day money-back guarantee.
Personal
$149/year
Perfect for individuals with straightforward tax situations
Federal & State Tax Return
W-2 & 1099 Income
Standard & Itemized Deductions
Investment Income Reporting
E-Filing Included
Secure Document Portal
Year-Round Tax Planning
Quarterly Check-ins
Priority Support
Audit Defense
Most Popular
Business
$599/month
Comprehensive accounting and tax for growing businesses
All Personal Plan Features
Business Tax Return (All Entities)
Monthly Bookkeeping
Payroll Processing (up to 10 employees)
Quarterly Tax Planning Sessions
Business Compliance Monitoring
Dedicated Account Manager
Priority Email & Phone Support
Audit Defense Included
CFO Strategy Sessions
Best Value
Enterprise
Custom
Full-service financial partnership for complex organizations
All Business Plan Features
Fractional CFO Services
Unlimited Employees Payroll
Multi-State Tax Compliance
Monthly CFO Strategy Sessions
Financial Advisory & Planning
Custom Reporting & Dashboards
24/7 Priority Support
Dedicated CFO + CPA Team
M&A & Exit Planning Advisory
À La Carte Add-Ons
Additional State Tax Return$89/state
Prior Year Tax Return$199/year
IRS Audit RepresentationIncluded with Business+
Business Formation$299
Registered Agent Services$149/year
Additional Payroll Employees$15/employee/mo
Questions about pricing? We're happy to help.
Not Sure Which Plan Is Right for You?
Our team will assess your situation and recommend the perfect solution — no pressure, no obligation.