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Tax Membership

Protection Plus – Audit Defense + ID Theft Restoration

We include Protection Plus $ 1 Million Tax Audit Defense and identity theft restoration services with all of our 1040 tax returns. If you receive a tax notice or suspect an identity theft incident, simply give us a call and we’ll handle the rest.

Individual Tax Preparation Membership

Your membership is subject to our Tax Preparation Membership Terms & Conditions

Our Individual Tax Preparation Membership provides year‑round support and predictable pricing. Your membership includes:

  • Annual Federal Tax Return
  • One State Tax Return
  • Tax Advice Throughout the Year

A $35 document fee is due at the time of filing. Additional state returns are $38 each.

By choosing a tax membership, you spread your tax preparation costs throughout the year—eliminating the need to pay preparation fees all at once and helping you avoid refund transfer fees of $60 or more.

$8 per month

Small Business Tax Preparation

Your membership is subject to our Tax Preparation Membership Terms & Conditions

Our Small Business Tax Preparation Membership provides year‑round support and predictable pricing for sole proprietors, single-member LLCs and small business owners. Your membership includes:

  • Annual Federal Tax Return
  • One State Tax Return
  • Annual Schedule C and Schedule E Tax Filings
  • Tax Advice Throughout the Year
  • Unlimited State and City Business Tax Filings (Additional $4 per month)

A $35 document fee is due at the time of filing. Additional state returns are $38 each, if applicable.

By subscribing to a tax membership, you spread your tax preparation costs throughout the year—avoiding large, one‑time preparation fees.

$16 per month

Protection for every client, guaranteed.

Experience a Difference
When you file with us, you're not just getting expert tax filing - you're gaining Protection Plus $1 Million Tax Audit Defense™. If you receive a tax notice, simply notify us, and we'll provide up to $1,000,000 in services to reach a resolution.
Identity Theft Restoration Services

Through our exclusive partnership with Protection Plus, we're proud to offer thorough identity theft restoration services to help you recover your identity, no matter how it was compromised. (Even if it's not related to your tax return!) Our team of experts is dedicated to working with you to restore your identity and protect you from future threats. 

Preparer Guarantee

We’re confident in our work and we have a guarantee to back it up. If we make a mistake in preparing your 1040 return, we’ll reimburse you up to $2,500 for additional fees, penalties, and interest through our partnership with Protection Plus. Subject to terms and conditions.