Flat-fee • CPA-led • Year-round Start any day • 28-day billing

Individual Membership — What’s Included

Three simple tiers. Expert prep of your 1040 with options for audit defense, mid-year planning, and proactive IRS monitoring—under one relationship and one predictable fee.

Essential

Best for W-2 earners & simple returns
$99 /mo billed every 28 days
  • Preparation & e-file of Form 1040(Federal + one state)
  • Secure portal for document upload & e-signature
  • Standard filing-season Q&A after documents are received

Extras (quoted as needed): additional states, multi-K1, rentals, equity comp, amended/late returns.

Apply Now

Planning

Most popular Added protection
$149–$175 /mo billed every 28 days
  • Everything in Essential , plus:
  • Audit Representation Benefit for returns we prepare (within 3-year window)*
  • Priority filing-season support

*Excludes issues caused by client non-disclosure or missing/incorrect information.

Apply Now

Peace of Mind Bundle

Best for planners & proactive oversight
$199–$249 /mo billed every 28 days
  • Everything in Early Retainer , plus:
  • Mid-Year Tax Planning Session(strategy + projection)
  • IRS Transcript Monitoring(proactive notice surveillance)
  • Up to 3 “quick questions”/month(≤10 min each) via portal/email
  • IRS/State notice response for returns we file
Apply Now
All plans include:
  • CPA review & oversight
  • Secure client portal
  • E-signature & e-file
  • Accuracy + On-Time Guarantee
Rolling start

Start any day

Onboard immediately. Billing runs every 28 days from your signup date ( 13 cycles/year).

Return Deposit

Credited back at the end

A one-time Return Deposit is collected at signup and credited across cycles 10–12 if you complete 12 cycles. Cancel earlier and it’s forfeited.

Included year

Which tax year?

We include the tax year that ends inside your 12-cycle window (calendar filers: the current calendar year, filed next season).

Accuracy + On-Time Guarantee: If a penalty or interest is caused by our error, we pay the penalty and fix it.

Individual Membership — Frequently Asked Questions

Below are answers to the most common questions about how the Individual Membership works, billing, and what you can expect.

When does my membership start?

Immediately. Your membership begins the day you sign. We onboard right away and your billing runs every 28 days from your signup date (13 cycles/year).

How does billing work?

We bill every 28 days by autopay. This cadence creates 13 billing cycles per year, helping keep everything smooth and predictable.

What is the Return Deposit?

At signup, we collect a one-time Return Deposit. If you complete 12 cycles, we credit it back across months 10–12 by reducing or pausing your autopay. If you cancel before 12 cycles, the deposit is forfeited.

  • Basic: $400–$500
  • Early Retainer: $600–$750
  • Peace of Mind: $900–$1,200

Example: Cancel in cycle 10 and only the first credit is honored; the remaining balance is forfeited.

Which tax year is included?

We include the tax year that ends inside your 12-cycle membership window. For calendar-year filers, that means the current calendar year (filed in the following season).

What support do I get?

All members get portal/email Q&A answered within 24–48 business hours. Peace of Mind members also receive up to 3 short questions per month(≤10 minutes each) plus mid-year planning and transcript monitoring.

Can I cancel anytime?

Yes — but remember, the Return Deposit is only credited back if you complete 12 cycles. Cancel before cycle 10 and the deposit is fully forfeited. Cancel during cycles 10–12 and only the credits already applied are honored.

Do you offer annual prepay or renewal?

Yes. After 6–12 weeks of service, you can elect to prepay 12 months at a discount. Membership renews automatically on your anniversary, and a small rate-protection renewal fee(typically equal to one cycle) may apply.

What’s your guarantee?

Accuracy + On-Time Guarantee: If a penalty or interest is caused by our error, we pay the penalty and fix it.