Pricing Plans

Choose the plan that fits your business needs. All with our signature AI-powered tax support.

Currently using the Self-Service tier. Upgrade to unlock more features.

Self-Service

Basic
$97 /year

Automated tax form preparation with AI assistance

  • Auto-fill IRS and State tax forms
  • Smart document upload (OCR enabled)
  • AI assistance and suggestions
  • Download-ready tax PDF package
  • Basic error check
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For: Sole Proprietors, LLCs
POPULAR

Guided

Enhanced
$197 /year

Enhanced tax assistance with AI recommendations

  • Everything in Self-Service
  • AI-powered tax strategy recommendations
  • Smart alerts for deductions and credits
  • Review checklist with compliance warnings
  • Optional year-end closing walkthrough
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For: Sole Proprietors, LLCs, S Corps

Concierge

Premium
$497 /year

Premium tax service with audit protection

  • Everything in Guided
  • Automated document collection and compilation
  • AI-reviewed tax package filing
  • Lifetime digital backup
  • Priority support
  • Audit protection plan
Upgrade to Premium
For: All Business Types

Business Type Eligibility

Business Type Self-Service Guided Concierge
Sole Proprietorship
Limited Liability Company (LLC)
S Corporation
C Corporation

Required Documents

Sole Proprietorship
  • ID
  • SSN
  • Business Income Proof
  • Expense Records
Limited Liability Company (LLC)
  • EIN
  • Articles of Organization
  • Operating Agreement
  • Income & Expense Records
S Corporation
  • EIN
  • Form 2553
  • Bylaws
  • Income Statement
  • Payroll Summary
C Corporation
  • EIN
  • Articles of Incorporation
  • Income Statement
  • Balance Sheet
  • Payroll Summary

Audit Protection Plan

Protection and support in case of an IRS audit

Includes up to 2 IRS responses per year and 1 state filing support. AI-based document match verification included.

  • Included with Concierge tier
  • Expert guidance for tax authority inquiries
  • AI-powered document verification
Add-On Protection
$99 /year
Add Protection

Frequently Asked Questions

Your ideal plan depends on your business type and complexity:

  • Self-Service ($97): Best for sole proprietors and simple LLCs with straightforward tax situations.
  • Guided ($197): Ideal for growing businesses, LLCs with multiple members, and S Corporations that need more strategic tax guidance.
  • Concierge ($497): Perfect for complex businesses, C Corporations, and those wanting comprehensive support with audit protection included.

Yes, you can upgrade your plan at any time. The system will calculate a prorated amount for the remainder of your subscription period. Downgrades take effect at the next renewal date.

We offer a 14-day satisfaction guarantee. If you're not satisfied with our service within the first 14 days of your subscription, contact support for a full refund.

Our Audit Protection service includes:

  • Support for up to 2 IRS inquiry responses per year
  • Assistance with 1 state tax authority filing
  • AI-powered document verification
  • Guidance on how to respond to audit requests

This protection is included with the Concierge tier and available as a $99 add-on for other tiers.

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