Membership Plans
Build Your Membership
Pick a base tax membership — your returns prepared, filed, and supported year-round. Then add the components your business needs: Accounting (bookkeeping), Payroll, and FP&A (forward-looking finance) all layer on top.
Rates effective 7/1/2026. Pricing on this page is honored for at least 30 days after publication, per IRS Circular 230 §10.30(c).
Build on any base membership — add Accounting (bookkeeping), Payroll, and FP&A (cash-flow forecasting, budgeting, planning) on top. Build your membership →
My 1040
Individual tax compliance
or $395/year
- Federal & state 1040 preparation
- E-filing included
- TaxDome document vault
- Portal-based communication (staff)
My Family Taxes
Household-level tax strategy
or $590/year
- Joint/family return preparation
- Dependent returns included
- E-filing for all returns
- Family document vault
My Family Trust
Fiduciary & estate compliance
or $720/year
- 1041 trust/estate return preparation
- Fiduciary compliance filing
- Beneficiary K-1 preparation & distribution
- Secure document storage
My Biz
Schedule C, rentals & farms — on your 1040
or $850/year
- Self-employed / Schedule C business income
- Rental (Schedule E) and farm (Schedule F) income
- Everything that combines onto your 1040
- E-filing included
My Company
Entity returns — S-Corp, Partnership, C-Corp
or $1,165/year
- Business entity return (1120-S / 1065 / 1120)
- K-1 preparation & distribution
- Multi-entity management
- E-filing included
My Family & Co
Family Office Lite
or $1,440/year
- Personal + business return preparation
- Family & entity K-1 management
- E-filing for all returns
- Unified document vault
Income Earner Bundle
The all-in-one subscription
or $2,980/year
- All personal & business returns
- Full K-1 management
- E-filing for everything
- Complete document management
Need forward-looking finance? Add FP&A.
FP&A layers on top of your membership — cash-flow forecasting, budgeting, and planning — matched to your business. Three tiers: Pulse for a straightforward business, Co-pilot for a growing one (quarterly partner sessions), and Command for a complex multi-entity group (monthly leadership meetings, with your business tax returns included).
Explore the FP&A tiersCurrent Clients
Your existing membership is your Base — returns handled, portal active, nothing changes. To add FP&A — forward-looking finance on top — reach out and we'll fit it to your business. No disruption.
Not Sure Which Plan Is Right for You?
Schedule a free consultation and we'll help you find the right fit.