JMCPA AssistantOnline
Hi — I'm the JMCPA site assistant. I can answer general questions about the firm, point you to the right portal, or help you get started as a new client. What can I help with?
The JMCPA Assistant is informational only. Always confirm tax, legal, or financial decisions with Josh or a qualified team member.

Membership Plans

Build Your Membership

Pick a base membership — your returns prepared, filed, and supported year-round. Add the Advisory layer for planning, scenario review, and direct CPA access.

Rates effective 7/1/2025. Pricing on this page is honored for at least 30 days after publication, per IRS Circular 230 §10.30(c).

Advisory is an optional add-on — it layers onto any base membership and is not sold separately.

My 1040

Individual tax compliance

individual
$32/mo

or $380/year

  • Federal & state 1040 preparation
  • E-filing included
  • TaxDome document vault
  • Portal-based communication (staff)

My Family Taxes

Household-level tax strategy

individual
$48/mo

or $570/year

  • Joint/family return preparation
  • Dependent returns included
  • E-filing for all returns
  • Family document vault

My Family Trust

Fiduciary & estate compliance

individual
$58/mo

or $695/year

  • 1041 trust/estate return preparation
  • Fiduciary compliance filing
  • Beneficiary K-1 preparation & distribution
  • Secure document storage

My Biz

Small-to-mid S-Corp / Partnership

business
$68/mo

or $820/year

  • Business tax return (1120-S / 1065)
  • K-1 preparation & distribution
  • E-filing included
  • Business document storage

My Company

High-complexity entity management

business
$94/mo

or $1,125/year

  • Complex business return preparation
  • Multi-entity K-1 management
  • E-filing included
  • Full document management

My Family & Co

Family Office Lite

bundle
$116/mo

or $1,390/year

  • Personal + business return preparation
  • Family & entity K-1 management
  • E-filing for all returns
  • Unified document vault
Most Comprehensive

Income Earner Bundle

The all-in-one subscription

bundle
$240/mo

or $2,880/year

  • All personal & business returns
  • Full K-1 management
  • E-filing for everything
  • Complete document management

Above the membership ladder?

For businesses that have outgrown standard Advisory — embedded financial leadership at $4,500/mo. Direct relationship with Josh, monthly close support, KPI dashboards, board-ready packages.

View Fractional CFO

Current Clients

Your existing membership is your Base — returns handled, portal active, nothing changes. To add the Advisory layer, reach out and we'll add it to your subscription. No disruption.

View Complete Pricing Schedule

Not Sure Which Plan Is Right for You?

Schedule a free consultation and we'll help you find the right fit.

Call 913-815-1550Send a Message