Personal (Lite) $125

For Students, Senior and Unmarried filers that have simple, straightforward returns.

Includes:

• Federal + 1 State return

• Protection Plus+ Coverage

• W-2 or 1099 income     

• Standard Deduction  

• Education credits/student loans

• Retirement or Social Security income

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Personal (Essentials) $175

For Head of Household or Married filers that have dependents and/or misc income.

Includes everything in Personal Lite plus:

• Child Tax Credit (CTC)

• Child/dependent care credit  

• Addtl Child Care Credit (ACTC)  

• HSA contributions/distributions  

• Irregular/Unemployment income

• 1 Return review call on Zoom or over the phone

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Personal (Premium) $250

For Investors, Itemized returns & other complex tax situations.

Includes everything in Personal Essentials plus:

• Capital gains/losses

• Digital assets (crypto reporting)  

• Itemized deductions   

• Home sale

• Rental Property   

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Business (Lite) $300

For new, early-stage or part-time businesses.

Included:

• Federal + Schedule C + 1 State

• Protection Plus+ Coverage

• Basic Business Expenses  

• Home Office Deduction  

• Standard Mileage Deduction  

• Support for Basic Tax Questions

• 1 Return review call on Zoom or over the phone

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Business (Pro) $450

For active or established businesses with regular activity & more expenses.

Included:

• Everything in Business Lite  

• Estimated Tax Calculation  

• Industry-specific Deductions  

• Quarterly Payment Reminders

• Travel Expenses

• Tax Planning Support

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Taxes á la carte & Add-ons

1099 Filing - $100 base + $20/contractor

Additional State return - $25 per state

Additional Support Call (30 min) - $25