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.

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.

Personal Tax Care
Starting at$25/month
  • Always Accounted Access
  • Annual return scope confirmed first
  • Document and deadline reminders
  • Additional forms quoted clearly
  • Notice support available separately
Request your scope
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Access is built into the active package

There is no separate $9.99 charge while Personal Tax Care is active. If the package ends, the next billing cycle returns to Access-only at $9.99 a month unless membership is canceled.

What changes the scope

The details behind the starting price.

INC

Income sources

W-2s, self-employment, investments, rentals and other activity.

MAP

Locations

Additional states, city filings and moves during the year.

FORM

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.

Ready for a reviewed personal tax scope?

The intake shows the starting price but waits for the real details before quoting.

Start personal intake