Choose the Best Plan for You
Find the right plan for your needs, with flexible choices and transparent pricing details.
IMPORTANT NOTE:
Pricing is subject to change based on the complexity of your tax return. You will always be notified and approve any pricing adjustments before work begins.
Select Your Tax Filing Type
Basic Compliance
For those who want a correct, on-time filing via portal without live strategy meetings.
$750
One-time Annual Fee
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WHAT YOU GET;
Preparation and e-filing of federal 1040
Secure TaxDome portal access
Unlimited portal-based support during preparation
Clean workflow & status updates
NOT INCLUDED:
Consultations/ live calls on return review
Proactive tax planning & strategies
Mid-year check-ins
Multi-state, international, or specialized filings unless separately quoted.
RECOMMEDED
Insight
For those who want clear understanding and action steps to reduce taxes & avoid surprises.
$1,250
One-time Annual Fee
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EVERYTHING IN BASIC, PLUS:
CPA Consultation (Review in plain English)
Mid-year consultation (Withholding/ Estimates)
Strategy Roadmap (W-2, Retirement, Business deductions)
NOT INCLUDED:
Implementation work requiring additional filings or ongoing bookkeeping unless separately quoted
OUTCOME
You receive the filing plus a plan and timing guidance so you can make better moves before year-end. "Insight" files it correctly, explains it, and helps optimize what happens next.
Basic Compliance
Partnerships with clean books needing accurate filing and timely K-1s.
$1,000
One-time Annual Fee
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WHAT YOU GET;
Preparation and e-filing of Form 1065
Partner K-1 prep & delivery via TaxDome
Messaging & document portal workflow
Unlimited portal support for filing-related questions and missing-item clarification
NOT INCLUDED:
Strategy consultations
Entity restructuring advice
Mid-year or quarterly tax planning
Book cleanup, fixed asset schedules, or amendments unless separately quoted
Recommeded
Insight
Partnerships wanting proactive guidance and clearer tax cash-flow planning.
$1,750
One-time Annual Fee
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EVERYTHING IN BASIC, PLUS:
Semi-annual review meetings (2x/year):
- YTD profit trend & partner tax impact
- Estimated tax planning for partners
- Distribution planning to avoid cash crunches
- Deduction timing and documentation improvements
Written action steps after each review
OUTCOME
The return is filed with added clarity and a predictable plan for better tax decisions.
Basic Compliance
S Corps needing accurate filing and K-1 delivery without live planning.
$1,250
One-time Annual Fee
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WHAT YOU GET;
Preparation and e-filing of Form 1120-S
Shareholder K-1s delivered via TaxDome
Secure portal workflow and unlimited portal messaging for prep questions
Basic reasonableness review of financials for tax preparation purposes
NOT INCLUDED:
Consultations or planning calls
Payroll or owner compensation strategy
Entity optimization
Multi-state or local filings unless separately quoted
Recommeded
Insight
S Corp owners seeking tax reduction strategies and smarter planning beyond compliance.
$2,250
One-time Annual Fee
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EVERYTHING IN BASIC, PLUS:
CPA consultation to review the final 1120-Sand K-1 impact
Semi-annual planning cadence focused on:
- Owner compensation strategy andcompliance
- Timing of deductions & reimbursements
- Estimated tax and withholding planning across the household
Written action steps after each review
OUTCOME
You get the filing plus a planning layer designed to reduce risk and improve tax outcomes.
Basic Compliance
C Corps needing accurate filing with asecure, streamlined process.
$1,750
One-time Annual Fee
Get Started Now
WHAT YOU GET;
Form 1120 prep & e-filing
Tax Dome secure portal workflow and unlimited portal support for prep questions
Clear document request list, status updates, and final delivery
NOT INCLUDED:
Strategic consulting on compensation, dividends, or retained earnings
Multi-state corporate filings unless separately quoted
Specialized calculations or complex provisions beyond typical small business activity
Recommeded
Insight
C Corp owners who want compliance plus ongoing guidance tied to business decisions.
$3,250
One-time Annual Fee
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EVERYTHING IN BASIC, PLUS:
CPA consultation to review and explain the corporate return
Semi-annual planning reviews covering:
- Compensation versus distributions
- Deduction timing
- Estimated tax planning
Strategy steps aligned with growth goals and risk tolerance
OUTCOME
The return is filed with a planning framework that supports smarter decisions and fewer tax surprises.
Need help with bookkeeping too?
Accurate books are the foundation of smart tax strategy. Clean Ups for books are a separately quoted service on the pricing if you're a business owner. This pricing assumes that ready financials will be furnished.
If you need bookkeeping or cleanup services, we’ll assess your situation and provide a separated tailored quote.
If you need bookkeeping or cleanup services, we’ll assess your situation and provide a separated tailored quote.
GET A CUSTOM QUOTE
All Plans Include
Portal-Based Support
Tax-Dome Portal Access
Status Updates
Ready to build a solid foundation for your business?
Experience peace of mind by partnering with our seasoned finance professionals.
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