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Monthly Service Plans
We offer flexible monthly plans that you can scale up or down, depending on your needs.
Pricing
s-corp.biz
Lite
Lite
from $49 /mo.
Self-led advisory that sits on top of the tax preparer you already have. All of our S-Corp strategy, in software you run on your own schedule.
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- Our S-Corp software, built on the same playbook our CPAs run for full-service clients.
- Make your S-Corp election (Form 2553) with guided, step-by-step filing.
- On-demand tax estimates — run a fresh number any time your year changes.
- QuickBooks integration, so your books feed your estimates automatically.
- Our full library of S-Corp tax strategies, with the templates to implement each one.
- Calculators that show what each strategy saves you before you commit.
- A step-by-step checklist to get your own S-Corp payroll set up correctly.
- Designed to sit on top of the tax preparer you already have.
- No returns prepared or e-filed — your preparer still handles filing.
- No assigned CPA and no meetings — this tier is self-led, software only.
Total
Tax
Tax
from $499 /mo.
Best for business owners who need help with taxes but already have a trusted bookkeeper handling their full accounting.
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- Comprehensive business and personal tax management for one owner.
- Never file a business or personal tax form again (for one owner).
- Personal tax returns and estimates included for one owner.
- Know what you (and your business) owe – all year long.
- Stay up-to-date on all business and personal quarterly tax payments.
- Quarterly meetings with your CPA covering both business and personal tax strategy.
- Proven strategies for reducing both business and personal tax liabilities.
- Zero stress at tax time for both your S-Corp and personal filings.
- Annual S-Corp and personal tax returns (for one owner) prepared and e-filed for free.
- No bookkeeping (focus on expert tax advisory and filing).
Integrated Tax
& Accounting
& Accounting
from $799 /mo.
Ideal for owners who want a complete accounting & tax solution, and only one dedicated advisor to deal with.
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- Everything from Total Tax, PLUS:
- Monthly strategic advisory meetings with your dedicated CPA.
- Full-service monthly bookkeeping.
- Accurate financial statements (P&L, Balance Sheet) prepared and reviewed with you monthly.
- Never get behind on bookkeeping again.
- Seamless integration of your accounting and tax strategy for optimal savings.
- Know ALL your key financial numbers, all year long – with expert analysis.
- Proactive financial insights and performance tracking to guide business decisions.
- Implement advanced tax-saving legal structures with confidence.
- Identify and capture every available tax deduction.
- Strategies to reduce unnecessary expenses and boost profitability.
- Holistic approach to save thousands in overall tax.
+ Payroll
Add-On
Add-On
from $49 /mo.
Every S-Corp needs payroll. We partner with the best payroll providers and integrate your payroll into your accounting and taxes for a seamless experience.
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- Employee portal
- Customizable on-boarding workflows
- Advice on how much to pay yourself
- Holistic analysis – sometimes paying yourself more W2 wages reduces your overall tax
- Federal, state & local payroll taxes all collected and paid automatically
- Seamless integration between your bookkeeping, payroll & tax providers
- Only $9 per additional employee each month
+ Additional Owner
Add-On
Add-On
from $99 /mo.
For S-corps with additional owners that need help with personal tax strategy, estimated payments, tax returns, and financial planning.
Got questions?
- Proven strategies for minimizing personal tax, tailored for S-corp owners
- Stay up-to-date on quarterly tax payments
- Zero stress at tax time – file early if you want
- Personal tax return for Single, Head of Household, or Married Filing Jointly/Separately tax returns all prepared and e-filed for free.
- Up to 3 state tax returns for free
- Annual financial planning & goal setting
+ Passive Income
Add-On
Add-On
from $69 /mo.
Real estate rentals or passive income sources you need us to handle. Get the full picture, all year long, with no stress at tax time.
Got questions?
- Year-end tax-basis bookkeeping included
- Depreciation schedules prepared, analyzed and included
- Proven strategies for unlocking passive tax losses
- Make accurate estimated tax payments
- Tax loss harvesting alerts
- Cost segregation solutions
- Best in class risk reduction