Individual Tax Memberships – Flat-Fee Support for Real Life

Tired of doing your taxes alone—or getting billed hourly for basic questions? Our Individual Membership gives you year-round access to a licensed CPA, bundled with annual tax prep, quarterly planning, and portal-based support. No hidden fees. No seasonal panic.

This membership is perfect for W-2 employees, retirees, side hustlers, self-employed professionals, and anyone who wants real CPA oversight without the hourly price tag.

  • ✔️ Federal + state tax prep included
  • ✔️ Quarterly tax alerts & reminders
  • ✔️ Portal-based messaging with a licensed CPA
  • ✔️ Optional add-ons for rentals, 1099s, or multiple states
  • ✔️ Fixed monthly pricing—starting at just $49/month

Whether you just want your taxes done right or you're ready to think ahead, this membership gives you the clarity and confidence you deserve.

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Frequently Asked Questions

What are the membership options?
We offer three individual membership tiers: - Basic Tax Membership – starts at $45/month based on return complexity - Early Retainer Program – adds $30/month and includes audit representation - Peace of Mind Bundle – adds $52/month and includes everything in the Early Retainer Program, plus a mid-year planning session, IRS transcript monitoring, notice response, and 3 quick-access support calls

Is audit representation really included?
Yes—if you're enrolled in the Early Retainer Program or Peace of Mind Bundle, we’ll represent you at no extra cost if your return is audited within the 3-year IRS window. (This excludes cases where required documentation was not provided.)

Who is this for?
Our Individual Membership is designed for W-2 earners, retirees, gig workers, 1099 contractors, rental property owners, and self-employed individuals who want a CPA relationship—not just a one-time tax return.

Do I need to pay everything up front?
No. All tiers—including upgrades—are billed monthly to spread out the cost and give you year-round access to a licensed CPA.

Do you handle complex tax returns?
Yes. We support multi-state returns, rental properties, Schedule C self-employment, K-1s, and more. Your monthly rate will be quoted based on complexity.

Is tax planning included?
Yes—in the Peace of Mind Bundle. This includes a mid-year strategy session with your CPA. Planning is not included in the Basic or Early Retainer tiers unless you upgrade.

Can I upgrade later?
Absolutely. You can upgrade to the Early Retainer Program or Peace of Mind Bundle at any time, and your membership fee will adjust accordingly.