Apply for Individual Tax Membership

Our individual tax membership is designed for people who want their tax return handled by a licensed CPA—along with year-round support, audit protection, and planning (if needed). We don't offer one-time tax prep—this is a membership-based service with a 12-month commitment.

To get started, please complete the short application below. We'll review your return type, complexity, and membership tier—and follow up to confirm your enrollment.

  • ✔️ Pricing starts at $45/month for simple returns
  • ✔️ All tiers require a 12-month commitment
  • ✔️ You’ll receive a secure portal for communication and document upload
  • ✔️ If accepted, we'll file your return and manage your membership year-round

ⓘ If you need back taxes filed or are unsure which tier fits your return, go ahead and apply—we’ll evaluate and clarify during review.