Pricing

For employees with multiple income sources

• — Everything in Basic
• — Multiple W-2 form handling
• — Retirement account analysis (IRA, 401k, Roth)
• — HSA and FSA optimization
• — Stock option and ESPP review
• — Education credit analysis
• — Itemized vs standard deduction comparison
• — Tax-saving strategy recommendations

For gig workers seeking tax optimization

• — Everything in Basic
• — Comprehensive mileage tracking review
• — Business expense optimization
• — Home office deduction analysis
• — Equipment and asset depreciation
• — Quarterly estimated tax guidance
• — Self-employment tax minimization strategies
• — Retirement contribution planning (SEP-IRA, Solo 401k)

For LLC owners who want better outcomes and fewer tax surprises

• — Everything in LLC Basic
• — Detailed profit and loss review
• — Expense categorization audit
• — Missed deduction identification
• — Vehicle and mileage optimization
• — LLC filing structure guidance
• — S-Corp election discussion if applicable

Best for owners who want to reduce taxes legally and plan ahead.

For incorporated businesses seeking proactive tax guidance

• — Everything in INC Basic
• — Detailed income and expense analysis
• — Shareholder compensation review
• — Reasonable salary discussion
• — Filing structure and compliance guidance
• — Tax credit identification when applicable
• — Multi-year tax planning discussion

Best for owners who want guidance, not just filing.