Individual Taxpayers
W-2 employees, retirees, families
Individual tax preparation also available as a standalone service.
For individuals who just need their annual taxes done.
Best For: W-2 employees, retirees, individuals with standard deductions, rental property owners
Professional preparation of Form 1040
All standard schedules (A, B, C, D, E, etc.)
State tax return (Georgia)
Electronic filing with IRS
Basic tax planning advice
Secure document portal
Audit support guarantee
Perfect for freelancers and solo entrepreneurs.
Best For: 1099 contractors, freelancers, gig workers, consultants
Automated expense tracking via cloud app
Quarterly estimated tax calculations & reminders
Year-end tax preparation (business & personal)
Secure client portal access
Monthly financial check-in call
Basic tax planning advice
Ideal for growing small businesses (1-15 employees).
Best For: Small businesses, agencies, retail shops, service providers
Everything in Gig Starter, plus:
Monthly bookkeeping & financial statements
Payroll processing (up to 15 employees)
Cash flow analysis & forecasting
Strategic tax planning sessions
Business formation assistance
Personal & business tax preparation
Georgia Job Tax Credit guidance
Priority support
For scaling businesses ready to dominate.
Best For: High-growth companies, funded startups, businesses seeking investment
Everything in Entrepreneur, plus:
Outsourced CFO services
Investor-ready financial reports
M&A consultation and support
Advanced tax strategies
Banking relationship guidance
Growth planning sessions
Direct CPA access
Amended Tax Returns: $200 per return
Tax Extension Filing: $100 per return
Business Formation: $500 one-time
Tax Resolution & IRS Representation: $200/hour
Financial Audit Prep: $300/month
Additional Payroll (15+ employees): $50/employee/month
Complex Personal Tax Situations: $150/hour
W-2 employees, retirees, families
Consultants, agencies, freelancers
Developers, SaaS companies, IT services
Contractors, builders, trades
Private practice, wellness, medical consultants
Designers, photographers, content creators
Online sellers, retail businesses
Teachers, administrators, charitable organizations