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Individual Plans

Find one that works for you

  • Individual - Core

    195$
    Every year
    Our Essential plan for simple W-2 filers includes annual federal and state tax returns, one planning consultation, and secure document storage.
     
    • Federal Tax Return Preparation & Filing
    • State Tax Return Preparation & Filing
    • Annual Planning Consultation
    • Document Storage Portal
    • Tax Audit Support

  • Individual - Plus

    125$
    Every month
    Ideal for W2 or 1099 earners with real estate or investments, ensuring maximized deductions & expert guidance.
     
    • Federal Tax Return Preparation & Filing
    • State Tax Return Preparation & Filing
    • Schedule C or E Preparation and Optimization
    • Quarterly Tax Estimate Reviews
    • Document Storage Portal
    • Email Support Throughout Year
    • Tax Audit Support

  • Individual - Premier

    225$
    Every month
    Tailored high-income earners, multi-state filers, & real estate pros: max deductions, expert advice, and audit support.
     
    • Federal Tax Return Preparation & Filing
    • Multi-State Tax Return Preparation & Filing
    • Schedule C or E Preparation and Optimization
    • Quarterly Tax Estimate Reviews
    • Document Storage Portal
    • Email Support Throughout Year
    • Tax Audit Support
    • Strategic Tax Planning Sessions
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