Always AccountedStarting at$25/month
- Always Accounted Access
- Annual return scope confirmed first
- Document and deadline reminders
- Additional forms quoted clearly
- Notice support available separately
Monthly package, Access included
Personal tax care built around the actual return.
Starting at $25 a month for a simple federal and one-state return. Forms, income sources, states and complexity are reviewed before the final package price is confirmed.
Tax work led by an Enrolled Agent. We are not a CPA firm.
A starting point, not an automatic quote
Price the return you actually have.
The $25 starting point is designed for a simple federal and one-state return.
Additional W-2s, self-employment, rentals, investments, dependents, city filings or multiple states can change the annual scope.
The team reviews those details before confirming the monthly amount.
Access is built into the active package
There is no separate $9.99 charge while Personal Tax Care is active. Your engagement agreement states what happens when the package ends, including whether you keep Access at $9.99 a month.
What changes the scope
The details behind the starting price.
Income sources
W-2s, self-employment, investments, rentals and other activity.
Locations
Additional states, city filings and moves during the year.
Forms and complexity
Dependents, schedules, credits, notices and incomplete prior filing information.
How it begins
Review before enrollment.
1
Complete the intake
Share high-level filing details without sensitive documents.
2
Confirm the annual scope
The team identifies forms, states and likely complexity.
3
Approve the package
You see the monthly price and terms before billing begins.
4
Share records securely
Sensitive tax documents move through the approved secure process.
Who does your return
Personal tax help, led by an Enrolled Agent.
Do I need a CPA to do my personal taxes?
Usually not. Any tax professional with an IRS preparer tax identification number (PTIN) can prepare a federal return, and an Enrolled Agent specializes in tax and can represent you before the IRS with the same unlimited rights as a CPA. Personal Tax Care is led by an Enrolled Agent. When you do need a CPA.
Is an Enrolled Agent the same as a CPA?
No. A CPA is licensed by a state board of accountancy and covers accounting more broadly, including audits of financial statements. An Enrolled Agent is enrolled by the IRS and specializes in tax. For a personal return, either can prepare it and represent you before the IRS. Compare the two credentials.
Ready for a reviewed personal tax scope?
The intake shows the starting price but waits for the real details before quoting.