Every tax job, handled by one team
Eight services that plug into the same stack. Start with the one you need today — filing, a notice, an audit — and add the rest when it makes sense.
Business and personal tax filing
Your federal and state returns, prepared from books that were kept right all year. Every return gets a preparer and a second reviewer, and you see a plain-English summary of what changed from last year before you sign.
Best for: anyone with self-employment, pass-through or multi-state income.
Learn more about business and personal tax filingWhat's included
- Form 1040 with Schedules C, E and SE, plus all state and local returns
- S-corporation (1120-S), partnership (1065) and C-corporation (1120) returns
- K-1 preparation and basis tracking for each owner
- Extension filing and estimated-payment reconciliation
- Two-reviewer quality check and a year-over-year variance summary
- Workpapers stored in your Vault for seven years
Quarterly estimates and tax planning
No more guessing what to send in April, June, September and January. We recalculate each payment from your year-to-date numbers, compare it to the safe-harbor amount, and send you the exact figure and a pay link two weeks before each deadline.
Best for: 1099 earners and owners who take distributions instead of a paycheck.
Learn more about quarterly estimates and tax planningWhat's included
- Federal and state estimate calculations every quarter
- Safe-harbor tracking, including the 110% rule for higher earners
- Mid-year projection with a what-if for bonuses, sales or big purchases
- Reminders and payment confirmations saved to your Vault
- Withholding adjustments for W-2 households with side income
Audit defense and IRS representation
If the IRS or a state opens an examination, you shouldn't be the one on the phone. We refer you to an independent partner CPA who represents you under a power of attorney — and we hand them a complete, organized audit file built from the workpapers behind your return.
Best for: anyone who has received an exam letter — or wants to be ready if one comes.
Learn more about audit defense and IRS representationWhat's included
- Referral to a partner CPA for correspondence, office and field exams
- Form 2848 power of attorney so the IRS contacts your CPA, not you
- Audit file assembled from your organized workpapers
- Your CPA reviews proposed changes and handles any appeal
- File prep included for our returns · CPA fees: [confirm arrangement]
IRS notices and back-tax resolution
Upload the letter. Within one business day you'll know what it means, how much time you have and what we recommend. If you're behind on filings or owe a balance, we build a plan to get current and stop the penalties from compounding.
Best for: CP2000s, balance-due notices, unfiled years and payment plans.
Learn more about IRS notices and back-tax resolutionWhat's included
- Notice triage and written response for IRS and state letters
- Prior-year and unfiled return preparation
- Installment agreements and short-term payment plans
- Penalty abatement requests, including first-time abatement
- Offer in compromise and hardship options, with a partner CPA where representation is required
Bookkeeping that feeds your return
Monthly bookkeeping built for tax, not just for reports. Transactions are categorized the way they'll land on your return, so there's no scramble in March and no gap between what your books say and what you filed.
Best for: businesses and contractors with more than a few dozen transactions a month.
Learn more about bookkeeping that feeds your returnWhat's included
- Bank, card and payroll connections in QuickBooks Online or Xero
- Monthly categorization, reconciliation and close
- Receipt matching and mileage log review
- Monthly profit and loss with a tax set-aside recommendation
- 1099 vendor tracking and W-9 collection
Entity setup and S-corp elections
We run the numbers before you change anything. If an S-corp election pays off after payroll costs, state fees and the effect on your deductions, we file it, set up payroll and document a reasonable salary you can defend.
Best for: growing sole proprietors and single-member LLCs.
Learn more about entity setup and S-corp electionsWhat's included
- Entity comparison modeled on your actual income
- Form 2553 election, including late-election relief when eligible
- Reasonable-compensation study with documentation
- Payroll setup and accountable-plan reimbursements
- Multi-entity and holding-company structures
Sales tax and multi-state compliance
Selling online or working across state lines creates obligations most owners don't see until a letter arrives. We map where you have nexus, register you where required and keep the filings on schedule.
Best for: e-commerce sellers and consultants with clients in several states.
Learn more about sales tax and multi-state complianceWhat's included
- Economic and physical nexus review across all states
- Sales tax registrations and filing calendar
- Marketplace-facilitator reconciliation (Amazon, Etsy, Shopify)
- Voluntary disclosure agreements for past exposure
- Multi-state income tax apportionment and pass-through entity tax elections
Year-round tax strategy
The biggest savings are decided before December 31, not in April. Twice a year we review your situation, model the options and give you a short list of moves ranked by dollars saved.
Best for: households and owners earning well into six or seven figures.
Learn more about year-round tax strategyWhat's included
- Retirement plan design: Solo 401(k), SEP, cash balance
- Equipment timing with Section 179 and bonus depreciation
- Qualified business income deduction optimization
- Equity compensation and investment sale planning
- Written year-end plan with deadlines
Flat monthly plans
One predictable price, billed monthly. No hourly surprises when you have a question. Save two months when you pay annually.
Essentials
For contractors and sole proprietors.
$179 /mo
- Personal return with Schedule C
- Quarterly estimates
- Vault and Notice Center
- Audit file prep and CPA referral
Growth
Most chosenFor S-corps, LLCs and partnerships.
$449 /mo
- Business and personal returns
- Monthly bookkeeping
- Payroll and reasonable-comp review
- Everything in Essentials
Executive
For multi-entity owners and high earners.
$949 /mo
- Multiple entities and states
- Twice-yearly strategy sessions
- Sales tax and nexus management
- Everything in Growth
One-time projects — back taxes, a single notice, audit support for a return prepared elsewhere — are quoted after a free review.
Questions before you start
- Can I switch mid-year?
- Yes. We catch up your books from January 1 and recalculate the remaining estimates so the rest of the year is on track.
- Do you work with my current accounting software?
- We work in QuickBooks Online and Xero, and connect to most banks, cards and payroll providers. If you're on something else, we'll migrate you.
- Who actually prepares my return?
- A named tax pro on our team, with a second reviewer. Software speeds up the work; people sign off on it.
- What if I already got an audit letter?
- Book a review today and send us the letter. We organize the file and connect you with a partner CPA — deadlines in exam letters are real, and your CPA can often request more time.
Book a free 20-minute review
Tell us what's going on. We'll come back with the services you actually need and a flat quote — no obligation.