File with confidence.
No surprises.
Year-round CPA access, bigger discounts, and help when the IRS comes knocking.
- Maximum Refund Guarantee
- Free federal e-filing
- 10% off tax returns, notices & other services
- Text your CPA1
- IRS & state notice response
- Annual tax planning meeting2
- Free unlimited additional state returns
- Free quarterly tax estimates
- Free federal extension filing
For clients where planning ahead saves real money — not just filing, but strategizing.
- 15% off tax returns, notices & other services
- Priority turnaround on all requests & tax prep
- 10% off bookkeeping subscription
- Audit support3
- Two tax planning meetings per year4
- Free Annual Statement of Information filing5
- 1099 filing — up to 56
For business owners, investors, and anyone whose tax situation demands year-round strategy — not just a return.
- Monthly strategy sessions — no limit on meeting time
- Proactive monitoring of tax law changes affecting you
- Entity structure review & optimization
- Priority access — same-day response
- 20% off tax returns, notices & other services
- 15% off bookkeeping subscription
- Year-round tax projection updates
1Your CPA will respond during business hours only.
2One scheduled meeting per year, up to 45 minutes.
3Includes first 10 hours of IRS or state audit representation at no charge. Additional hours billed at a discounted member rate.
4Two scheduled meetings per year, up to 45 minutes each.
5California Statement of Information filing for one entity.
6Up to 5 contractor 1099-NEC filings included per year.
All plans require a 12-month commitment.
Whether you choose monthly or annual billing, your subscription is a 12-month agreement. Monthly billing does not mean month-to-month — it is a 12-month commitment paid in monthly installments. Annual billing pays the full commitment upfront at a 20% discount. Cancellations must be requested via email. If you cancel before your 12-month commitment is fulfilled, you will be invoiced for the remaining months.