Tax & Accounting Services Pricing

Pricing & Promotion

Pricing valid up to 4/5/2026

Individual Services

Details	Price	Additional
Single (1W2, int/div)	$170
MFJ/MFS/HOH	$180
Non-Resident (1040 NR/Dual Status)	$180
Additional State	$60
ITIN	$120	$60
Additional Forms (W2, 1099, etc) each	$20
Itemized Deductions (simple)	$40
Itemized Deductions (complex)	$60
Rental Property	$60
Stocks - Regular (per brokerage)	$30	$20
Stocks - Employer (ESPP/RSU/ISO)	$40 onwards
Self Employed (Sch C)	$60
FTC/FEIE	$50
FBAR or FATCA (upto 4 accounts)	$50	$10
First Year Election	$250
PFIC (Mutual Funds) per entry - Simple	$30	$20
PFIC (Mutual Funds) per entry - Complex	$100	$80
Business Tax Return (1065/1120/1120S)	$350

Business Pricing

Business Services

Simple pricing cards for accounting and payroll, with clear minimums, included services, and complexity notes.

Excludes 3rd party software

Accounting Service Fees

You pay the smaller of

0.6% of annual revenue

or $0.50 per transactionNot to exceed $1,500 per month ($18,000 per year).

Minimums

Monthly bookkeeping$149

Quarterly$299

Annual$699

What's Included

Free access to our accounting software

Additional Details

Annual price adjustment based on prior year data

Custom plans available for clients with $5M+ annual revenue

Additional fees may apply for inventory, multi-entity, or complex accounting requirements.

Fees exclude third party SaaS

Payroll Services

Starts at

$149 per month

Up to 4 employeesAdditional employees: $25 per active employee or contractor per month.

Pricing Details

Billing basisMeasured by active employees or contractors per month

Payroll cadencePricing assumes biweekly payroll

What's Included

Payroll processing

Tax filings

Direct deposit

Year-end forms (W-2/1099)

New hire reporting

Additional Details

Additional fees may apply for multi-state or complex payroll

Additional fees may apply for extra payroll runs or off-cycle payroll.

Personal Income Tax Promotions

Coupon	Discount	Validity	Details
50OFFNEW	$50	01/01/2026-04/05/2026	One-time $50 discount on fees of $150 or more on tax preparation services for new clients.
FRIENDS20	20%	01/01/2026-02/20/2026	Existing customers only. 80% docs to be submitted by 2/20 & 100% docs to be submitted by 2/28
FRIENDS10	10%	02/01/2026-03/20/2026	Existing customers only.
2MACCOUNTING	FREE FOR 2 MONTHS	12/01/2025-12/31/2026	2 MONTH FREE on new Accounting and Payroll services

Transparent & Affordable Pricing

Clear, upfront pricing with no hidden fees.

Discounts for students, seniors, and first-time filers.

Bundle savings when combining tax prep and accounting services.

Refer friends and earn referral credits—save even more on your next filing.

Mode of Payment

Zelle

Cashiers Check or Wellsfargo Bank Check

Cash

Credit Card (Visa, Mastercard, American Express, Discover)

Note - Prices expire after validity date. Payment needs to be made on or before the valid date unless there is a delay from our side. The above price list may not cover all scenarios. Please call in case of doubts.