Starter Plan ($39 per month)
Bookkeeping software subscription.
Bookkeeping training & support.
Content library access.
Subscription cancellation evaluation.
Recurring bills elimination help.
Free tax consultations.
One annual federal 1040 and state income tax return (for annual subscribers or after three months as a monthly subscriber).
$468 per year
Sole Prop Plan ($89 per month)
Same as Starter Plan plus:
Cash-based bookkeeping services.
Quarterly financial statements.
Business formation services.
Business planning assistance.
IRS Employee Identification Number (EIN) requisition services.
One annual federal 1040 and state income tax return with Schedule C business filing (for annual subscribers or after three months as a monthly subscriber).
$1,068 per year
Corporate Plan ($139 per month)
Same as Sole Proprietor Plan plus:
Monthly financial statements.
Election to be treated as an S Corporation for tax purposes (form 2553 IRS filing).
One annual federal 1120 or 1120S with requisite K-1s and state income tax return in addition to the 1040 filings (for annual subscribers or after three months as a monthly subscriber).
$1,668 per year
Partnership & GAAP Plans (Varies)
Same as Corporate Plan plus:
Payroll assistance.
Inventory management.
Client invoicing and bill paying services.
Depreciation and amortization.
One annual federal 1065 with requisite K-1s and state income tax return in addition to the 1040 filings (for annual subscribers or after three months as a monthly subscriber).
Starting at
$1,995 per year