We offer transparent pricing to eliminate any unexpected costs, unlike other CPA firms.
If the packages we have listed do not fit your needs, please reach out to us for a personalized quote.
Bronze
$
275
Perfect For Tax Return With A Few Complexities
CPA Prepared
Any Filing Status
Unlimited Dependents
Unlimited W-2 Tax Forms
Investment Income under $10k or Investment Losses under $10k (Does Not Include Stock Options)
Unlimited Retirement Tax Form 1099-R
Social Security Income
No self-employed income
No Real Estate Sales
Most Tax Credits including Child Tax Credit, Education, Child Care, Energy Tax Credits (Excludes Earned Income, Solar, Electric Car, Adoption, foreign tax credit)
Itemized or Standard Deductions
No state personal or business tax return
No Rental Properties
Includes up to one K-1
Crypto Currency Only With Broker Statement (Robinhood, Coinbase, etc.)
No Foreign Employment Income
Audit Defense & Notice Support
IRS Notice Support
Includes Extension If Needed
One Meeting W/ CPA
Unlimited Admin Phone Support
Unlimited Email Support
Silver
$
425
Includes Self-Employed, Rental Property, and Almost All Tax Credits
CPA Prepared
Any Filing Status
Unlimited Dependents
Unlimited W-2 Tax Forms
Investment Income under $30k or Investment Losses under $30k (Does Not Include Stock Options)
Unlimited Retirement Tax Form 1099-R
Social Security Income
Self-employed sales up to $50,000
Personal Home Sale
Almost All Tax Credits Earned Income Tax Credit, Solar, Electric Car, & Adoption Tax Credit (Does Not Include Foreign Tax Credit)
One state personal return or one state business filing (Texas Franchise Tax Report)
One Rental Property
Up to three K-1s
Itemized or Standard Deduction
Crypto Currency Only With Broker Statement (Robinhood, Coinbase, etc.)
No Foreign Employment Income
Audit Defense & Notice Support
IRS Notice Support
Includes Extension If Needed
One Meeting W/ CPA
Unlimited Admin Phone Support
Unlimited Email Support
Gold
$
650
Stock Options, Multiple Rental Properties, and Foreign Tax Issues Covered
CPA Prepared
Any Filing Status
Unlimited Dependents
Unlimited W-2 Tax Forms
Investment Income under $75k or Investment Losses under $75k
Stock Options
Unlimited Retirement Tax Form 1099-R
Social Security Income
Self-employed sales up to $150,000
Up To Three Real Estate Property Sales Personal Home or Business Real Estate
All Tax Credits Including Foreign Tax Credit
FBAR Filing
Three state personal return & state business filing (Texas Franchise Tax Report)
Up To Three Rental Properties
Up to six K-1s
Itemized or Standard Deduction
Crypto Currency Only With Broker Statement (Robinhood, Coinbase, etc.)
Audit Defense & Notice Support
IRS Notice Support
Includes Extension If Needed
One Meeting W/ CPA
Unlimited Admin Phone Support
Unlimited Email Support
Platinum
$
925
Covers Self-Employed Businesses Up $500,000 in sales, multiple states, many rental properties, and more
CPA Prepared
Any Filing Status
Unlimited Dependents
Unlimited W-2 Tax Forms
Unlimited Investment Income
Stock Options
Unlimited Retirement Tax Form 1099-R
Social Security Income
Self-employed sales up to $500,000
Up To Six Real Estate Property Sales Personal Home or Business Real Estate
All Tax Credits Including Foreign Tax Credit
FBAR Filing
Five state personal return & state business filing (Texas Franchise Tax Report)
Up To Six Rental Properties
Unlimited K-1s
Itemized or Standard Deduction
Crypto Currency Only With Broker Statement (Robinhood, Coinbase, etc.)
Audit Defense & Notice Support
IRS Notice Support
Includes Extension If Needed
One Meeting W/ CPA
Unlimited Admin Phone Support
Unlimited Email Support
The packages listed above do not include business tax returns for entities such as S-Corporations or Partnerships.
To view pricing for business tax returns, please visit our business pricing page.
Note that personal and business tax returns are billed separately.
Save Even More With Premium Tax Strategies
Looking to cut your taxes by even more?
Invest In A Premium Tax Strategy This Tax Season
Every Dollar Invested In Premium Strategies Returns Five Dollars