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.
Back to Membership Plans

Reference

Complete Pricing Schedule

The seven Base tax memberships. Individuals get their tax membership — simple and complete. For business owners, three layers add on top of the base: Accounting (the Ledger plans), Payroll, and FP&A — forward-looking finance, delivered as the Pulse, Co-pilot, and Command tiers. Build your membership.

PlanCategoryBase / moBase / yr
My 1040individual$35$395
My Family Taxesindividual$50$590
My Family Trustindividual$60$720
My Bizbusiness$70$850
My Companybusiness$95$1,165
My Family & Cobundle$120$1,440
Income Earner Bundlebundle$250$2,980
Forward-looking finance is for business owners. FP&A — cash-flow forecasting, budgeting, variance, and planning — is delivered as the Pulse, Co-pilot, and Command tiers, not a per-plan add-on. Accounting (bookkeeping) is live as the Ledger plans, and Payroll is a component. Command ($3,000–5,000/mo) is our embedded fractional-CFO tier — see the Command tier. Individuals don't need a separate advisory plan; lighter planning questions are handled by our assistant.