Pricing that’s clear.
Work that’s done right.
Choose a package. Get onboarded fast. Upload from your phone when you’re ready—then we take it from there. No vague estimates, no surprises.
Personal Tax Preparation
4 packages • Includes list shows the top 4 highlights • See full details in Compare
Starter
For straightforward W-2 returns and common credits.
- W-2 income (basic filers)
- Standard deduction
- Unemployment income
- Student loan interest
Home & Family
For households with deductions, kids, and common credits.
- All Basic features
- Itemized deductions
- Child tax credits
- Earned income credits
Investments
For rentals, K-1s, stock gains/losses, and basis tracking.
- All Home & Family features
- Rental property income
- Stocks, gains & losses
- Royalty & Schedule K-1 income
Entrepreneur
For 1099 income and business deductions that must be right.
- All Investments features
- Freelance income (1099-NEC)
- Personalized business deductions
- Business & farm income
Business & Ongoing Accounting
For owners who want year-round accuracy—so tax time is easy.
Business Tax Returns
We handle everything from clean, straightforward filings to complex multi-entity returns. We don’t just “file”—we review your data carefully, look for missed deductions, and make sure your return is complete and compliant.
- S Corporations (1120-S)
- C Corporations (1120)
- Partnerships (1065)
- Multi-state filing, FBAR, and special situations (as needed)
Outsourced Accounting Office
If you want a complete back office without hiring a full team, we can run it for you: invoicing, billing, collections, payments, reconciliations, GL cleanup, financial statements, sales tax filings, compliance, payroll, and tax prep—built for small to mid-size businesses.
Pricing is based on volume and complexity. Tell us what you need and we’ll quote it clearly.
Compare Personal Tax Packages
Includes are shown by package. If you have a situation that isn’t listed, we’ll confirm scope before filing.
| Feature | Basic | Home & Family | Investments | Entrepreneur |
|---|---|---|---|---|
| Standard deductions | ||||
| Brokerage income | ||||
| W-2 income: Basic filers | ||||
| Unemployment income | ||||
| Student loan interest | ||||
| Itemized deductions | ||||
| Child & dependent care | ||||
| Stocks, gains and losses | ||||
| Freelance income, including 1099-NEC | ||||
| Personalized business deductions | ||||
| Business & farm income | ||||
| Deduction Maximizer | ||||
| Prior year import | ||||
| Retirement income | ||||
| Child Tax Credits | ||||
| Earned income credits | ||||
| Other investments | ||||
| Sale of home | ||||
| Rental property income | ||||
| Dependents | ||||
| Current students | ||||
| Adoption credits | ||||
| Mortgage interest | ||||
| Real estate taxes | ||||
| Health Savings Account (HSA) | ||||
| Royalty & Schedule K-1 income | ||||
| Foreign bank & financial accounts | ||||
| ProTips | ||||
| Calculate depreciation |