One monthly fee. Built on what you own, not on hours.
Pick the table that fits you. Every price shown is a starting price, and prices vary by state. Your final price adds a line for each company, property, and state, and you see exactly how it was built before you sign.
| Individual | Individual Plus | Household | |
|---|---|---|---|
| Best fit | W-2, retirement, investments, one state | Plus a side business or up to two rentals, K-1s, second state | Plus up to five rentals or businesses, a trust, three states |
| Estimates | Set once a year | Checked every quarter | Checked every quarter, multi-year plan |
| Notices on our returns | Included | Included | Included |
| IRS exams on our returns | Its own engagement, quoted when it opens | Its own engagement, quoted when it opens | Its own engagement, quoted when it opens |
| Monthly | From $200 | From $350 | From $600 |
Prices shown are starting prices. Prices vary by state, and your quote may be higher depending on where you live and what you own.
| Foundation | Growth | Enterprise | |
|---|---|---|---|
| Best fit | One operating company, one payroll state | One or two operating companies, multi-state payroll | Three or more operating companies, a portfolio, or public work |
| Your books | We keep them or monitor yours | We keep them or monitor yours | We keep them or monitor yours |
| Planning | Quarterly | Monthly | Monthly and as needed |
| Owner returns included | 1 | 2 | 4 |
| Certified payroll | Moves you to Enterprise | Moves you to Enterprise | Its own line, per active project |
| Monthly | From $2,500 | From $5,000 | From $9,000 |
Prices shown are starting prices. Prices vary by state, and your quote may be higher depending on where you live and what you own.
If your team keeps the books and we monitor them monthly, your base starts from $2,000, $4,000, or $7,500.
What changes the number
• Each additional operating company: +$600 to $900 a month
• Each holding or real estate company: +$250 to $400 a month
• Each rental property: +$75 to $150 a month
• Buying and selling property: +$300 a month
• A nonprofit in your group: priced and billed on its own
• Each additional state return: from +$25 a month for individuals, +$150 for businesses
• Certified and prevailing-wage payroll: +$450 a month per active project
• Payroll over 25 employees, weekly payroll, extra payroll states: quoted by band
How your first month works
First, the Strategy. One month of the base price for your level, starting from $200 for individuals and from $2,000 for businesses. You get a written findings report and a quote, and you keep both either way.
Sign within five business days and the Strategy fee comes off your first month. Then all that is due at signing is onboarding, plus any part of month one the Strategy did not cover. Sign later and onboarding and your first month are due in full.
Onboarding is one month of your subscription, one time. It covers setting up your books, payroll, portal, and prior returns, the power of attorney, and your first planning session.
Catching up is separate. Books that are behind or returns that are unfiled are quoted before we start and spread over your first three months.
Terms.
Twelve months to start. Every subscription begins with a twelve-month agreement. An IRS case is its own engagement with its own fixed fee, quoted before it starts and paid over twelve months, business or personal; New Jersey, New York, California and Massachusetts residents pay a personal matter in full. See the IRS Exams page.
Each year you sign a one-page scope and fee schedule. This year's level, the companies, properties, and returns we are handling, and this year's fee. We send it in the summer, not in tax season.
Fee increases are capped at 5% a year unless what you own changes: a new company, a new state, more properties, more payroll.
Billed monthly by bank draft, in advance. No invoices to chase and no surprise bills.
No one-off work. We do not take single returns, single notices, or stand-alone IRS cases.
Let's find out what you're carrying.
Thirty minutes, no charge. Tell us what you own and who handles it today, and we will tell you straight whether we can help.