top of page

Tax Preparation Services

1

Individual

(Starting at $300)
 

  •  Cash Advances up to $7,000

  •  IRS Authorized E-File Provider

  •  Secure Client Portal

  •  File Now, Pay Later Option Available

  •  IRS AFSP Certified Preparers

  •  Service All 50 States

2

Small Business

(Starting at $600)

  • Cash Advances up to $7,000

  •  IRS Authorized E-File Provider

  •  Secure Client Portal

  •  File Now, Pay Later Option Available

  •  IRS AFSP Certified Preparers

  •  Service All 50 States

  •  Profit & Loss Statement for Business REQUIRED to file

  •  Individual & Business Taxes Filed

3

Partnership/Corporation

​(Starting at $750)

  •  IRS Authorized E-File Provider

  •  Secure Client Portal

  •  IRS AFSP Certified Preparers

  •  Service All 50 States

  •  Profit & Loss Statement for Business REQUIRED to file

Bookkeeping Services

1

Small Business 


​ $260/Month
$3,100 Annually

  •  Access to Secure Client Portal

  •  Personal Tax Preparation

  •  Small Business Tax Preparation

  •  Bookkeeping for Your Business

  •  Quickbooks Online Account Required

  •  Quarterly Reports

2

Enterprise


 $500/Month
$5,800 Annually

  • Access to Secure Client Portal

  •  Personal Tax Preparation

  •  Small Business Tax Preparation

  •  Bookkeeping for Your Business

  •  Quarterly Reports

  •  Quickbooks Online Account Included

  •  Partnership & Corporation Tax Preparation

  •  Financial Reports

  •  Proactive Tax Planning

  •  Year Round Tax Advice

  •  Priority Support

Tax Software

1


$99
Great For Beginner Preparers 

PTIN Partner

  • No EFIN required

  •  Web based, use on any computer

  •  All States + DC (that require tax filing)

  •  Free e-filing

  •  Cash Advances Up to $7,000

  •  File now, pay later options

  •  On-site check printing software

  •  Free customer support

  •  No hidden fees

  •  No Contract

2

PRO


$547

Great For Seasoned Preparers 

  • Web based, use on any computer

  •  All States + DC (that require tax filing)

  •  Free e-filing

  •  Cash Advances Up to $7,000

  •  File now, pay later options

  •  On-site check printing software

  •  Free customer support

  •  No hidden fees

  •  No Contract

  •  EFIN required

  •  Unlimited Users

  •  Keep 100% of your revenue

  •  Fees paid out directly to you

3


$797
All in One Tax Software

Expert

  •  Web based, use on any computer

  •  All States + DC (that require tax filing)

  •  Free e-filing

  •  Cash Advances Up to $7,000

  •  File now, pay later options

  •  On-site check printing software

  •  Free customer support

  •  No hidden fees

  •  No Contract

  •  EFIN required

  •  Unlimited Users

  •  Keep 100% of your revenue

  •  Fees paid out directly to you

  •  Business/Corp Forms 1041, 1065, 1120, 1120S, 2290, 5500, 720, 709, 706, & 990

  •  Software branded to your tax firm

bottom of page