—Personal Tax Preparation—
The Refund Ranger
Starting at $450 $300+ (individual)
Starting at $650 $500+ (joint)
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*Special Pricing Starting at $299 (individual)
This one-time tax package includes:
Technology fee included in price
Individual Return
Standard Deductions & Credits
E-File
Client Support
Direct Deposit or Mailed Check
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*Special Pricing Starting at $499 (joint)
This one-time tax package includes:
Technology fee included in price
Joint Return
Standard Deductions & Credits
E-File
Client Support
Direct Deposit or Mailed Check
—Business Tax Preparation—
(One-Time Packages)
Tax Titans
Starting at $1000 $799+
This one-time tax package includes:
One Business Tax Return S-Corp/LLC
Technology fee (included in price)
E-File
Email Support
Supercharged
Starting at $2500 $1,600+
This one-time Premium tax package includes:
*All business returns for your primary business structure and one related entity *(S-Corp + 1 related entity, e.g., rental LLC or Trust, etc.)
Technology fee (included in price)
Covers more complex filings (multiple rentals, K-1s, multiple state returns, more than 10 rentals may increase cost, etc.)
*Priority Filing Window (April 15th guaranteed, assuming all paperwork is provided on time and with proper time before March 31st)
Premium Text Support
Premium Email Support
Premium Call Access (*for urgent questions during tax season)
*All pricing subject to change due to customized pricing per client’s needs
—Business Tax Prep.
& Bookkeeping —
(Monthly Retainer Packages*)
The Financial Fixers
Starting at $550$300+ monthly
This monthly retainer includes:
Basic Bookkeeping
Monthly financial reports so you always know where you stand
Email Support (24 Hour response window)
The Profit Protectors
Reach out For a Quote
This monthly retainer includes:
Bookkeeping for S-Corp / LLC
Your Business Tax Return
10% off services not covered in the agreement (while the agreement is active)
10% off all personal tax return costs
Technology fee (included in price)
Mid-year Tax planning call to check in, adjust, and save on taxes (1 hr video call)
Monthly financial reports so you always know where you stand
Quarterly CFO Meeting (1 hr video call)
Same-day support M-F
⭐️ The Super Dad
Full Service Special
Reach Out For a Quote
This Premium monthly retainer includes:
Bookkeeping for one business
20% off services not covered in the agreement (while the agreement is active)
One business & personal tax return included — no surprise bills, all partners included, subject to personal increase due to complexity of individual returns.
Technology fee (included in price)
Quarterly planning sessions to assess taxes & grow profits
Monthly CFO In-Depth Support to guide your future finances, not just the past. (1HR Video Call)
Advanced monthly financial reports with insights explained in plain English.
Priority filing window — you’re never stuck waiting in line during tax season. Return completed by April 15th (Assuming all needed forms are provided by March 31st)
Premium access — Direct Same Day Access to Owner’s Phone # for Quick Answers so you can grow your business
IRS protection — support with notices & questions all year (does not include or cover Representation before the IRS; a tax attorney is recommended for best representation*)
Tailored for small business owners between 500K and 1M gross revenue who want our Full Fractional CFO Package full service*
* Important offers, pricing details, and disclaimers
#1 professional tax software on the cloud:
US Market Brand Tracking Study (n=1120), Radius Research, Sept 2023. Based on percent of tax preparers who are aware and considering cloud-based tax software.
Intuit Tax Advisor:
A paid User Access license for each user of ProConnect Tax is required to create and prepare Intuit Tax Advisor plans. Intuit Tax Advisor is for informational purposes only and should not be construed or relied upon to be legal or tax advice. Any advisory impact is speculative and not guaranteed. Graphics/images are for illustration only. Additional terms and conditions may apply.
Tax Advisory exclusivity claim:
Based on publicly available data on tax advisory/planning features from leading professional tax software competitors as of March 1, 2025.
IRS Transcripts exclusivity claim:
Based on Intuit internal review of publicly available statements from competitive professional tax software providers as of January 2025.
