Bronze
- Transactions a month
- up to 25
- Accounts and cards
- 1
- Over the limit
- $1 per transaction
- per month
- from $100
- Monthly account reconciliation
- Profit and loss statement and balance sheet every month
- Quarterly year-to-date statements
Pricing
Four monthly bookkeeping plans, one-time services and add-ons to the personal return 1040.
Monthly bookkeeping
The plan is chosen by the number of transactions across your accounts and cards in a month. A transaction over the limit costs $1.
Silver
- Transactions a month
- up to 50
- Accounts and cards
- 2
- Over the limit
- $1 per transaction
- per month
- from $170
- Monthly account reconciliation
- Profit and loss statement and balance sheet every month
- Quarterly year-to-date statements
Gold
- Transactions a month
- up to 100
- Accounts and cards
- 4
- Over the limit
- $1 per transaction
- per month
- from $300
- Monthly account reconciliation
- Profit and loss statement and balance sheet every month
- Quarterly year-to-date statements
- Payroll reconciled with W-3 and your payroll provider
- Reconciliation with Stripe and Square
Diamond
- Transactions a month
- up to 250
- Accounts and cards
- 7
- Over the limit
- $1 per transaction
- per month
- from $450
- Monthly account reconciliation
- Profit and loss statement and balance sheet every month
- Quarterly year-to-date statements
- Payroll reconciled with W-3 and your payroll provider
- Reconciliation with Stripe and Square
- Vendor report
- A/R aging summary
One-time services
A “from” price is for a simple case. Extra forms, states and kinds of income are priced in the add-ons below.
| Services | Pricing |
|---|---|
| Personal tax return 1040 | from $280 one time |
| Self-employed and 1099 | from $380 one time |
| Business tax returns | from $300 one time |
| Company formation | from $400 one time |
| Payroll and sales tax | from $100 one time |
| Bookkeeping cleanup | from $35 per hour |
| ITIN application | from $500 one time |
| Nonresident return 1040-NR | preliminaryfrom $350 one time |
| IRS / State Tax Notice | from $150 one time |
Add-ons to the personal return 1040
Added to the base price of the 1040 return.
| What | Pricing |
|---|---|
| Income and assets | |
| Form W-2 beyond three, each | $5 |
| Stocks and bonds on 1099-B, per broker | $20 |
| RSU, options and uncovered securities | $65–300 |
| Cryptocurrency, per broker or wallet | $25 |
| Other income 1099-MISC, up to three forms, then $5 per form | $25 |
| Cancelled debt 1099-C | $50 |
| Gambling winnings W-2G, up to three forms, then $5 per form | $20 |
| Rental income, Schedule E, per property | $150 |
| Depreciation, per asset, up to $500 | $20 |
| Sale of your home | $75–150 |
| Sale of business property | $100–250 |
| K-1 income | $25–95 |
| Like-kind exchange, Form 8824 | $200 |
| Schedule C for the self-employed and single-member LLCs | $100 |
| Deductions, credits and taxes | |
| Additional Medicare tax | $15 |
| Child Tax Credit | free |
| Earned Income Credit | $15 |
| Day care credit, per dependent | $25 |
| Education credits | $35 |
| Electric vehicle credit | $50 |
| Foreign tax credit, Form 1116 | $150 |
| Foreign income exclusion, Form 2555 | $150 |
| Premium Tax Credit, Form 1095-A | free |
| Net operating loss, federal or state | $100 |
| States and California | |
| Each additional state | $80 |
| California: Form 568 with the return | $50 |
| California: Form 568 on its own | $100 |
| California: unreimbursed employee expenses | $75 |
| Foreign accounts and gifts | |
| Gift tax return, Form 709 | $250 |
| Foreign gift tax return, Form 3520 | $250 |
| FBAR, up to three accounts, then $15 per account | $100 |
| Form 8938, up to three accounts, then $15 per account | $120 |
| Deadlines, forms and amendments | |
| Estimated payments 1040-ES with state vouchers | free |
| Amended return 1040X, plus the cost of the return | $100 |
| Extension 4868, with a deposit for the return | $50–100 |
| Installment agreement 9465 filed with the return | $120 |
| Form W-4 | $35 |
| Rush preparation: documents less than 30 days before the deadline | $200 |
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