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Pricing
Simple monthly plans. No surprises.
Choose a monthly bookkeeping plan or a single service. Subscribe for the full year and your business federal tax return is included free.
Monthly bookkeeping plans
Plans that grow with your business.
Personal Plan
$150/month
- Monthly reconciliation for up to 2 bank accounts
- Up to 50 transactions a month across both accounts
- Monthly balance sheet and profit & loss
- Free business federal tax return with a full-year subscription
Small Business
$250/month
- Monthly reconciliation for up to 2 bank accounts
- Up to 150 transactions a month across both accounts
- Monthly balance sheet and profit & loss
- Free business federal tax return with a full-year subscription
Expanding Businesses
$350/month
- Monthly reconciliation for up to 3 bank accounts
- Up to 300 transactions a month across all accounts
- Reconciliation of 2 business credit card accounts
- Monthly balance sheet and profit & loss
- Free business federal tax return with a full-year subscription
Enterprise Plan
$500/month
- Monthly reconciliation for up to 3 bank accounts
- Up to 500 transactions a month across all accounts
- Up to 2 business credit cards, up to 100 transactions
- Monthly balance sheet and profit & loss
- Free business federal tax return with a full-year subscription
Individual services
Single services, starting prices.
Final fees depend on the forms, schedules and states involved. We confirm the price before any work starts.
State tax return
from $74.99
Per state
Sales tax return
from $49.99
Per filing
Business formation
from $149.99
LLC or corporation setup
For CPA & EA firms
Volume pricing for white-label work.
Per-return and per-client monthly rates for firms sending us recurring work, priced so your firm keeps a healthy margin.
Pricing questions
How our fees work.
Is the business tax return really free on a monthly plan?
Yes. If you subscribe to a monthly plan for the full year being prepared, your business federal tax return for that year is included.
What if I go over my plan's transaction limit?
We'll let you know and recommend the plan that fits your volume. Nothing changes without your approval.
When do I know the final price for a single service?
Before any work starts. After reviewing your documents, we confirm the fee in writing.
Can I change plans later?
Yes. You can move up or down a plan as your business changes.
Free 30-minute consultation