Our Pricing

Fair pricing, outstanding results.

Monthly advisor fees are in addition to the fees incurred in the preparation of  individual returns. Per return prices are outlined HERE.

White Label for Advisors

$129

Per Month

Waived with 25 associated client tax returns.

Get Started

  • Annual Tax Preparation Consultations with client/advisor
  • Secure client portal Setup and Training
  • Year-round Email Support for tax questions
  • Personalized Branding and e-filing identifiers

Tax Partner for Advisors

$69

Per Month

Waived with 10 associated client tax returns.

Get Started

  • Annual Tax Preparation Consultations with client/advisor
  • Secure client portal Setup and Training
  • Year-round email support for tax questions
  • Personalized Branding and e-filing identifiers

Talent Matching for Advisors

Inquire

Looking to hire a tax preparer in-house? Utilize our network to find your perfect match. 

Get Started

  • Pre-screened candidates that complement your market focus
  • Tools, software and back-end office support in operating your own tax practice

Our Current Capacity

We regularly review our capacity to ensure that we do not overcommit or compromise on quality.

Capacity Commitments (Updated May 2025)

Winter Strategy Sessions (39 available)
April Deadline (0 returns available)
Summer Strategy Sessions (38 available)
October Deadline (164 returns available)